Workshop: Income Taxes & Insurance

Virtual

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Well-informed tax planning affects what gets sent to Uncle Sam. Protecting your hard-earned assets makes good common sense and pays off.

In this workshop, you’ll gain an understanding around how to fill out an actual tax form and evaluate insurance options/terms to assure your tax and insurance bases are covered.

At the end of this workshop, you will be able to:

  • Read a W-2 with confidence
  • Fill out a W-4
  • Prepare a 1040
  • Unpack tax brackets
  • Differentiate among the seven steps involved in calculating your federal income taxes 
  • Explain how insurance works to reduce risk
  • Explain the nature of progressive income taxes and the marginal tax rate 

What you’ll take away:

  • Tax terms literacy 
  • Insurance options and terms
  • Exposure to tax forms

Denison Edge workshops range from 2-4 hours of contact time, depending on the topic and content. To earn your badge of completion, you must attend the entire session.

WHEN & WHERE:

SPRING 2023: 3/6/2023 | 6pm-8pm | Monday

LOCATION: Virtual (Zoom)