Course Information

Location: Online Webcast

Date: Tuesday, 12/3/24

Time: 6:00 pm – 8:00 pm

Ever wondered how your tax refund is calculated? Find out in this enlightening course. Decode the complexities of federal income taxes with real-life examples and hands-on workbook exercises. Gain clarity on how taxes function and unravel the intricacies of the current tax law. You’ll also discover fundamental strategies for reducing your tax burden.

Learning Outcomes 

• Recall the income and capital gains tax rates currently in effect. 
• Explain how taxes are calculated. 
• Outline the estimated tax rules. Identify essential tax planning terms. 
• Define the contribution and “catch-up” limits for your employer retirement plan. 
• Distinguish between a Traditional IRA and the Roth IRA. 
• Determine how investment income from stocks, bonds, and mutual funds is taxed. 
• Examine the wash sale rule. 
• Summarize IRS home loan interest deduction rules. 
• Discover what records must be kept to prove charitable donations. 
• Contrast between tax credits and student loan interest deductions for education. 
• Name tax credits for children and dependents.

Course materials and instructions will be emailed to all registered members 1-2 days before the date of the class.

How to Register:

County & Court Employees: Register on LMS via OKTA. This class can count toward your annual 20-hour training target!

Mosquito District & Library Employees: Register on LMS here. If you do not have access or experience any issues, email communications@samcera.org with the name and date of the class that you would like to attend.

Retired Members: To register, email communications@samcera.org. Please provide the name and date of the class(es) you would like to attend.