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Do you have clients thinking about reverse mortgages? If yes, then come to our September Education session to learn how to best advise your clients in this decision. Topic: The taxation of taking a reverse mortgage is explored, especially as compared to the tax effects of alternative options. The cost of tax on the sale […] |
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1 event,This is an IRS sponsored webinar. If you prefer an in-person seminar, please join the Chapter on January 11th when we will host a live seminar on Casualty Losses and Disasters with renowned speaker Vicki Mulak. Following the recent natural disasters in various parts of the U.S., this IRS web conference will discuss: Statutory Tax […] |
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Board of Directors meeting for the North Bay Chapter.  All are welcome.  To add items to the agenda, please contact Madelyne Cromwell  at: Pr*******@********ea.org
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Topic: Stock and Bond Complexities Richard Ogg, EA will review both the usual tax rates for capital gain income and the unusual for collectibles and small business stock. He will cover computing basis in several different situations, such as acquisition by inheritance or gift, via stock splits, spinoffs and mergers. Richard will discuss items requiring […] |
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