This presentation will provide an overview of common pitfalls for seniors (misclassified retirement income and credits) and immigrants (ITIN confusion, misreporting foreign income and assets) , avoiding conflicts of interest with vulnerable clients, and mitigating bias in client intake and representation.
In this video, I discussed key aspects of personal income tax for the 2025 tax year, including updates on senior tax deductions, medical distributions, and ordinary income..
What is real property and how is it taxed? Second home, vacation home and personal use
This presentation will provide an overview of what (FBAR is and how to identify foreign bank and financial accounts required to be reported and its filing requirements.
Selecting a job, your worker classification, planning how to fund your medical, dental, and visions benefits, and retirement benefits are key factors in obtaining a successful family legacy.
This presentation will provide an overview of IRS letters, how to respond to IRS letters, and the importance of LITCs in tax justice..
This presentation will provide an overview of foreign persons and its tax treatment.