Upcoming Events & Seminars – Sponsored by Torrington Savings Bank
Tax Planning & Prep Seminar Series
Individual Year-End Tax Planning
September 16, 2020, 7:00-8:00 PM
Many taxpayers dread the thought of having their income tax returns prepared. Will I owe? If so, how much? How will I pay? Did I miss something that would have helped me save money on taxes? Learn key areas to review, understand, and address before December 31st! Understanding these areas helps reduce the anxiety caused by the entire tax preparation process and puts you in control!
Business Year-End Tax Planning
September 23, 2020, 7:00-8:00 PM
Small business owners wear so many hats, that year-end tax planning often gets missed. How many times has your accountant said “Oh, if we had known that before December 31st, we could have done something, but now it’s too late?” Learn strategies to reduce profits, shift and reduce tax liabilities, and help you take advantage of the tax saving strategies being the owner of business provides. There is much more than simply “preparing the return”. Topics such as accelerated depreciation, entity choice, disallowed deductions, and more!
Ready Your Business Books For Tax Preparation
September 30, 2020, 7:00-8:00 PM
“My bank accounts are reconciled. So, I know my books are good.” – Accountants here that often, but it’s not often the case. Just because a business reconciles it’s checking account, does not indicate books are ready for tax preparation. Inaccurate books cause inaccurate tax returns, which can lead to IRS audits and overpayment of taxes. Learn about the process you can go through to help ensure your business’ books are as good as they can be before the tax return is done. Topics such as Balance Sheet account
Dr. Kris Roberts is the managing partner of The Roberts Tax Group and has almost twenty-five years of experience in the field of accounting, taxation, and entrepreneurship. Kris has authored a variety of tax-related articles that have been published online and in the TaxPro Journal. Topics have included; Taxation of Crowdfunding; First Time Delinquent Taxpayers; Casualty Losses; Profitability and Sustainability; and Partnership Dissolution. Kris is also the Assistance Program Chair of the Accounting Department at The Malcolm Baldrige School of Business at Post University. Kris has been at Post since 2010. There, she designs and develops the curriculum for various taxation courses, as well as teaches a variety of accounting and taxation classes, both online and in the lecture hall.
Mentoring is available from successful entrepreneurs across industry sectors, instructors with extensive entrepreneurial experience, Senior Core of Retired Executive (SCORE) Business Coaches, small business workshops and co-working spaces for entrepreneurs starting their own businesses.
Jane Williams, firstname.lastname@example.org, 860.738.6444
Monday-Friday 8:00am – 4:00pm
56 Park Place East, Winsted, CT 06098