Author Archives: Dan Olson

NY Public Library SIBL Presentation Nov 3rd

New York Public Library, SIBL

My presentation covers the Questions You Didn’t Get to Ask Your Tax Guy. These are the questions that weren’t answered during tax season because everyone was too busy. However, they are important questions and you should know the answers. Also, the presentation will address several federal and NY planning ideas based on changes in the federal and NY tax code.

Here’s a link for more information: Click here

Here’s the presentation: Nov 2015 Tax Presentation NYPL, Olson

When: Tuesday, November 3, 2015
6:00 pm EDT
Where: NYPL SIBL (in the lower level)
188 Madison Ave at 34th St
New York, NY
 
 

NYU Financial Fitness Day

13th Annual Financial Fitness Workshop

My topic for this year’s presentation is Questions You Didn’t Get to Ask Your Tax Guy. These are the questions that weren’t answered during tax season because everyone was too busy. However, they are important questions and you should know the answers. Also, the presentation will address several federal and NY planning ideas based of changes in the tax code.

Here’s a link for more information: http://www.fpany.org/events/event_details.asp?id=643440

Here’s the presentation: Nov 2015 Tax Presentation NYPL, Olson

When: Saturday, September 26, 2015
8:00 am to 5:30 pm EDT
Where: New York University School of Law
Vanderbilt Hall
40 Washington Square South
New York, NY

2015-16 Tax and Planning. Do this now!

Things to do before December 31, 2015

  • Take the Required Minimum Distribution if > 70 ½ years old
  • Contribute to a 529 Qualified Tuition Plan
  • Monitor mutual fund’s capital gains distributions; they could be surprisingly large this year
  • Sell investments with losses to offset capital gains distributions from mutual funds
  • Make charitable donations with investments that have unrealized gains
  • Sign up for health care insurance
  • Make an estimated tax payment (especially front load state payments)
  • Monitor tax extender legislation if you might be impacted by expiring tax benefits

Dan provides tax planning update presentation December 16th

Attend this presentation to get updates on changes in federal and New York tax laws as well as tax planning tips that can reduce your taxes every day of the year. In particular, the implementation of Obamacare via the tax code takes full effect for 2014 and impacts EVERYONE in some way. We’ll also discuss last minute changes in the tax rules. This presentation will be Tuesday evening, December 16th at the NY Public Library on Madison and 34th St. For more information see:

http://www.nypl.org/events/programs/2014/12/16/year-end-tax-tips