Money Matters, Online: 2024 Tax Planning in 30 Days

Date and Time
Wednesday, November 20, 2024, 12 - 1:30 PM
End times are approximate. Events may end early or late.

Location

Online: Details will be emailed upon registration
Thomas Yoseloff Business Center at SNFL
Event Details

 

"This event will be online only"

 

Sallie Mullins Thompson offers tips on what you can do in the next 30 days to decrease your 2024 taxes and how to position yourself for tax planning in 2025 and forward.

Topics covered include:

  • Schedule A Itemization
  • Taxable Investments
  • Business Owner/Self-employed/Freelancer
  • Retirement Plans
  • Health Savings Accounts
  • Roth Conversions
  • Resources

Click here to Register

 

About The Presenter:

Sallie Mullins Thompson

Sallie Mullins Thompson, CPA/PFS, CFP®, started her CPA practice in 1995, providing assistance to professionals, families, and small business owners in accounting; tax return preparation; budgeting/cash flow; payroll; income/asset protection; investments; and college/retirement planning. In addition, she is a holistic financial planner; tax strategist; investment adviser; and divorce financial analyst and helps her clients navigate all aspects of their financial lives. Sallie is a member of the AICPA and NYSSCPA organizations and is certified as a MWBE with NYS/NYC. She serves as treasurer of FamilyKind and provides pro bono financial planning for various community programs through the Financial Planning Association (FPA).

 

 

 

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Assistive Listening and ASL
ASL interpretation and real-time (CART) captioning available upon request. Please submit your request at least two weeks in advance by emailing accessibility@nypl.org.