Sage Money Conversations with Barbara Norman CFP®

Ep 037: Income Taxes Demystified


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Taxes may be stressful, but they don’t have to be complex. In this episode, Anne Burns, CPA gives us ‘tax primer’ and offers a few tax tips you may like.  If you a person who never reads a tax return, but wants to be more pro-active, then this is your episode!

Anne Burns provide high quality tax preparation, planning, and related consulting services. Her primary focus is providing such services to individuals who are business owners/executives or real estate owners and their related entities (S Corporations, Limited Liability Companies, Partnerships, C Corporations). Anne also has a specialty in trust & estate taxation (Forms 1041 and 706) including trust funding elections and issues.

Anne graduated from San Diego State University with her bachelors in Accounting. Anne has been certified as a CPA in California since April 2008. Anne is a member of the AICPA, CalCPA, USD Planned Giving Council and North County Estate Planning Council. Anne has lectured on the risks of Elder Financial Abuse and income tax basics.

 

Connect with Anne:

Website: https://www.stremlauburnscpas.com/

LinkedIn: https://www.linkedin.com/in/anneburnscpa/

 

 

#Taxes #TaxBrackets #Deductions #PropertyTaxes #TaxCredit #RothIRA #CapitalGains 

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Sage Money Conversations with Barbara Norman CFP®By Barbara Norman, CFP®