Lowering Your 2016 Tax Bill (Members Only)

The end of the year is the perfect time to plan moves that will help lower your tax bill this year, and possibly next year too. There are challenges though — turbulence in the stock market, overall economic uncertainty, and Congress's failure to act on a number of important tax breaks that expired at the end of 2014.

Daniel Won, CPA and Office Lead Partner at SingerLewak, is coming in on November 10 to walk you through the complex landscape of company and personal taxation. 

Here are some of the topics we’ll cover:

For individuals:

• Mortgage debt forgiveness
• Tax-free donations to charity
• Roth and traditional IRAs
• Deferring an end-of-year bonus to avoid overtaxation
• Surtaxes + additional Medicare charges for higher-income earners

For companies:

• Research tax credit
• $500,000 annual expensing limitation
• Small corporation AMT exemption
• First-year depreciation bonus for new equipment and software
• "De minimis safe harbor election" (aka book-tax conformity election)

Agenda

11:45 am - 12:00 pm | Lunch Served

12:00 pm - 12:05 pm | Introductions

12:05 pm - 12:50 pm | Workshop

12:50 pm - 1:00 pm | Q&A

Registration Required

Please note that this event is open to RocketSpace campus and corporate innovation members only.