Income Tax Planning: A Brief Overview of How Much Tax you Pay and How to Manage Taxes Effectively

Is managing personal your finances complicated? Are you struggling with debt, credit card bills or taxes, or wondering how to invest for the future? If so, don’t miss important conversations on debt, credit scores, income taxes, and the pros and cons of investing in stocks, bonds, and alternative assets. Experts from the nonprofit Financial Planning Association of Metro New York will provide insights on the steps you can take to improve your financial life. Each hour-long session will include a Question-and-Answer section moderated by Senator Krueger.

To view full video of the event, click here.

Speakers:

-Stephanie Chau, CPA, CFPⓇ, Advocacy Committee Member, Financial Planning Association of Metro New York

-Anja Luesink, MBA, CFPⓇ, RLPⓇ, CeFTⓇ, GFPⓇ, Advocacy Committee Member, Financial Planning Association of Metro New York

Presenter’s PowerPoint: 

FPA Presentation: http://www.lizkrueger.com/wp-content/uploads/2023/09/Financial-Road-Map-Part-2.pdf

Links from the Financial Planners Association of the New York Metro Region:

-FPA: https://www.financialplanningassociation.org/chapter/fpa-metro-new-york

-Federal Income Tax: https://www.irs.gov/

-New York State Income Tax: https://www.tax.ny.gov/

Additional Tax Information: 

https://taxfoundation.org/

https://www.irs.gov/individuals/seniors-retirees/tips-for-  seniors-in-preparing-their-taxes

https://states.aarp.org/new-york/state-taxes-guide

Financial Roadmap Link: 

https://tinyurl.com/FinancialRoadMapTownHall