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


We will discuss a few common mistakes we see in DIY-ed tax forms, including:

  • Backdoor Roth/Mega Backdoor Roth and 8606 filing
  • Estimated tax payment strategy to avoid penalties and interest
  • 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 03, 2024

3:00p - 4:00p EST




Event Registration