Free Educational Workshops
I offer free educational workshops covering practical tax and financial topics to help you plan ahead and make informed decisions. Workshops are available online via Zoom and through local libraries.
Upcoming Workshops
2026 Year-End Tax Planning
Practical tax planning strategies, including those related to retirement, investments, and business income, key 2026 tax provisions, and year-end tax-saving opportunities and preparation for the upcoming tax season.
Registration details
November 14, 2026 - 6:30 PM ET (Zoom Only)—Register on the Sussex Main Library Page
Financial Planning Essentials: Understanding Your Options
Financial priorities at different stages of life, key features and trade-offs of financial and insurance products, aligning financial solutions with evolving priorities, and the role of taxes in financial planning.
Registration details to come
Stay Updated on Upcoming Workshops
Receive email notifications about upcoming free tax and financial workshops, typically 1–2 weeks in advance.
Past Workshops
Take Control of Your Finances: Track, Understand & Plan Ahead
October 2026
Practical strategies for tracking cash flow, planning ahead, managing personal and simple business finances, and building a financial system you can actually maintain using Monarch Money.
Retirement Accounts & Tax Planning
June and September 2026
Traditional vs. Roth accounts, retirement contribution strategies, RMDs, Social Security timing and taxation, Roth conversions, key tax thresholds, core tax-planning principles, and legacy planning considerations.
Self-Employment Tax Basics & Planning
May and August 2026
Self-employment taxes, estimated payments, business deductions, financial tracking, business structure, and key tax-planning opportunities.
Residential Rental Property Taxes
July 2026
Rental loss rules, depreciation and deductions, repairs vs. improvements, property sales, 1031 exchanges, and common rental tax issues.
Tax Planning for 2026
May and June 2026
Tax planning strategies across self-employment, investments, rental properties, retirement, Social Security, stock compensation, and key 2026 tax changes.
Understand Your Taxes: How to Review Your Tax Return
April 2026
How to read your tax return, understand key tax concepts and numbers, and catch common mistakes before filing.
Filing Your Own Taxes: Common Mistakes & Key Considerations
March 2026
Common filing mistakes, tax-saving opportunities, filing extensions, and when to consider professional help.