Understanding My Taxes: Individuals + Stocks and Options

3 ratings

In this course we will go over the individual tax return and how to understand what is being reported. We will discuss income, deductions, credits and changes you can make to reduce your taxable income. And yes, we will go over the W-4 and how it affects your return.

DISCLAIMER

*THIS INFORMATION IS FOR EDUCATIONAL PURPOSES ONLY.

NO INVESTMENT ADVICE OR RECOMMENDATIONS ARE MADE IN THIS COURSE.

PLEASE CHECK WITH YOUR FINANCIAL ADVISOR FOR INVESTMENT ADVICE EXCLUSIVE TO YOUR SITUATION.*

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An overview of the individual tax return, how entities are taxed, what it means if you owe or have an overpayment on your return.

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