Course curriculum

  1. 1

    • Welcome to the Course!
  2. 2

    • Important Numbers for the 2021 tax year

    • What Documents Do I Need To Keep On File?

    • As Someone Who Is Working What Issues Should I Consider When Reviewing My 2020 Tax Return?

    • As A Retiree What Issues Should I Consider When Reviewing My 2020 Tax Return?

    • Do I Need To Start Making Estimated Federal Income Tax Payments?

    • As A High Income Taxpayer How Might President Bidens Tax Plan Affect Me?

    • What Issues Should I Consider Before The End Of The Year (2021)

    • 5 Tips to Surviving an IRS Tax Audit
  3. 3

    • Will The Distribution From My HSA Be Tax Penalty Free?

    • Will My Roth IRA Conversion Be Penalty Free?

    • Is The Distribution From My 529 Plan Subject To Federal Income Tax?

    • Will A Distribution From My Roth IRA Be Tax and Penalty Free?

    • Will A Distribution From My Traditional IRA Be Penalty Free?
  4. 4

    • Will I Have To Pay Tax On The Sale Of My Investment?

    • Am I Eligible For A Qualified Business Income Deduction?

    • What Will Have The Least Tax Impact Harvesting Capital Gains Or Roth Conversions?

    • Will I Have To Pay Tax On My Qualified ESPP?

    • Roth Conversions: What You Need to Know
  5. 5

    • Will I Receive A Step Up In Basis For This Gifted Property?

    • Will I Receive A Step Up In Basis For This Inherited Property?