Lead tax practitioner, RJ. Goodman, conducts frequent seminars and speaking engagements both for tax professionals and consumers. See the list below for upcoming locations and topics.

• Kids and Taxes, 8/13/08, California Society of Tax Consultants (CSTC), Foothill Chapter
• Home and Small Business Tax Deductions, 9/9/08, Phelan Chamber of Commerce.

RJ will gladly present to your company or group and has the unique ability to present material at a level of complexity appropriate to the audience. Everyone from professional tax preparers to senior citizen groups has benefited from RJ's knowledge and engaging personality.

Perhaps Olga Curiel, an introductory Tax Class student said it best:

“RJ is by far the best instructor I've had. She is very thorough in her lessons and easy to follow along. As a prior student of RJ's in an income tax course I was motivated by her to pursue a career as an income tax preparer.”

Seminars and Training Classes We've Taught. What do you need?

• Taxes
  • Individual Tax Preparation
  • Corporation Tax Return Preparation
  • Partnership Tax Return Preparation
  • Retirement Tax Issues
  • Tax law updates
  • Kids and Taxes
  • Taxes for New Homeowners
  • Taxes for Artists
  • Educational Tax Credits and Deductions
• Retirement
  • Retirement Plans
  • Retirement Tax Issues
  • Retirement Plan Distributions
  • Pension Distribution Penalties

Publications

• A Quick Tour of the 1099-MISC. (Opens in new window)
• Kids and Taxes. Presentation to the CTSC, July, 2008. Everything you need to know about tax requirements and tax minimization because of having children. (20 pages, 224kb pdf format). Read the article (Opens in new window)
• Understanding the Federal Economic Simulus Rebates. (Unpublished), March, 2008. (Opens in new window)
• SOS End-of-year Newsletter. December, 2007. All kinds of useful and some offbeat information. (Opens in new window)
• Deducting Casualty Losses. (unpublished), October, 2007. Prompted by the devasting wild fires in California, we've developed this shot monograph to help people deal with the tax implications of losses they incurred. (3 pages, 42kb, pdf format) Read the article (Opens in new window)
• Things to Consider about Insurance. CSTC Society Newsletter, July 2006   Read the article (Opens in new window)
• Identity Theft - How to Protect Yourself. Mountineer Progress, August 3, 2006. Read the article (Opens in new window)
• Tax Law Changes. CSTC Society Newsletter, July 2005 “” Read the article (Opens in new window)
• Taxes in 5 minutes. By popular request, we've created a PowerPoint presentation “Taxes in 5 minutes (Itemized Deductions in 10)” It’s not required reading, but if you ever wanted to see what’s really going on with your tax return . . . Enjoy!
• 1099-Misc Reporting Requirements by Income Type
• Independent Contractor Reporting Requirements by State
• Tax Deductions for Business Use of Your Home

If you need someone knowledgeable to make complex tax or bookkeeping issues simple, please contact us about arranging a seminar for your organization or group!