Course Information

Location: Online Webcast

Date: Tuesday, 3/18/25

Time: 10:00 am – 12:00 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. 

Audience: Recommended for those who desire broader knowledge of current federal tax laws and how to minimize their taxes. 

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.