It’s rarely a good day when you get a letter or phone call from the IRS. Most of us do our best to report on time and pay our fair share, but what we really want is to stay under the radar and out of trouble. We’ll talk about who has to file a return; what kinds of income you need to report; which things you can estimate, and which ones you have to report exactly; what kind of errors draw attention; some common triggers for audits; who has to pay estimated taxes; and what kind of records you need to keep and how long you have to keep them.

About the speaker: Heather C. Liston, CFP®, EA, is the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more. She also prepares tax returns, and teaches courses, including Income Tax, at UC Berkeley Extension and Golden Gate University.

Clarity Financial