Broker Check
05 April
Common tax mistakes when you DIY (or use Turbo Tax)


  • Backdoor Roth/Mega Backdoor Roth and 8606 filing  
  • Estimated tax payment strategy to avoid penalties and interest  
  • Rental loss and depreciation recapture when selling rental properties  
  • Equity compensation vesting, selling, reporting and tax optimization strategies  
  • Investment income reporting and filing  
  • Common mistakes for business owner, such as missing QBI, K1 filing, and expense claim 

Date and Time

Wed, Apr 05, 2023

3:00p - 4:00p EST


Zoom Webinar


Event Registration