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loanDepot Office

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San Diego

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Airs

Airing

Aired

1/9/2020

Live on YouTube

Thursday, January 9, 2020

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Tax Planning

Tax Planning

New tax laws and strategies for your investments

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About the event

Women's Financial Fitness is a FREE series designed by women for women at any stage of life. Each session focuses on a different topic, and our goal is to empower women by helping them achieve financial stability and homeownership. These events feature guest speakers and women experts from different industries covering budgeting, credit, investing, the homebuying process, home organization, goal setting, and more!

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About this episode

What to expect

Our first session of 2020 is "Tax Planning: New tax laws and strategies for your investments" and features guest speaker Jennifer Glaser, Tax Partner & CPA with Lavine Lofgren Morris & Engelberg!

We'll be covering:

  • New tax laws and how they will impact you
  • How to understand your tax return
  • How to check your withholding to ensure you don’t end up with an unexpected tax bill
  • Considering renting out your primary residence? How rental properties, Airbnb, and depreciation impact your taxes
  • Understanding different business tax structures

Schedule

6:00 - 6:15 - Check-In & Refreshments
6:15 - 7:30 - Session 1: Tax Planning
7:30 - 8:00 - Mix & Mingle

While we love your kids as much as you do, this hour is made for YOU and is reserved for 16 and up only.

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About the podcast

Gaylord-Hansen's "Nobody Wants a Mortgage" podcast airs live on YouTube.

We answer all of your questions around buying a home, comparing mortgage options, refinancing, the benefits of VA home loans, financing for investors, and much more.

If you’re not quite ready to buy a home but you still want to learn more, we can even answer questions about building credit and taking the right steps to get approved for a home you’ll love.

Subscribe on YouTube to get alerts when we go live!

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Hosted by

Julie Ozanich

Julie Ozanich

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About our guest speaker

About our guest speakers

Jennifer Glaser

Tax Partner & CPA

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Lavine Lofgren Morris & Engelberg

Jennifer is a tax partner with 15 years of experience assisting clients with their tax planning and compliance needs. Her client base encompasses many industries, including real estate, professional services, restaurants, and nonprofits. Jennifer received her Bachelor of Accountancy degree from the University of San Diego and is a member of the California Society of CPAs and National Institute of Pension Administrators (NIPA). Outside of her professional endeavors, Jennifer is actively involved in the community, recently serving as the Executive Vice President for the Junior League of San Diego, presiding over their management team.

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*loanDepot.com, LLC does not provide legal, investment, accounting, or tax advice. Please consult a licensed attorney, financial planner, CPA, tax professional, or on these ‘tips’ and any information or opinions expressed at this event.

This event is for informational purposes only and should not be relied on for advice. The information discussed at this event reflects the viewpoint of the presenter(s). Individuals should consult their own financial representatives before engaging in any transaction.

loanDepot, its subsidiaries, and affiliates have not been authorized, sponsored, or otherwise approved by the above-mentioned companies.

Register for the event

Date & Time

Thursday, January 9, 2020

Location

loanDepot Office

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