Presented by Judi Strauss of Strauss Tax Service in Downers Grove.
In this workshop, Judi Strauss of Strauss Tax Service in Downers Grove will review the key elements of the tax code effective for 2017 taxes, as well as the increasingly complex rules for sales of stock and mutual funds and Form 8949, and the revised Schedule D. She will also discuss important deductions such as medical and contributions, and common tax problems, including IRA withdrawals, K-1s from Trusts and Estates, Roth conversions, and taxable Social Security. She will focus on what you can expect for 2018 for Income, Estate and Gift taxes. Judi will also address the increased focus on compliance in the IRS and IL - and leave time for your questions.
Judi Strauss is the owner of Strauss Tax Service with offices in Downers Grove and Chicago. Since 1969, she has been providing personalized tax and financial planning services to individuals and small businesses. Judi holds a Ph.D. from the Union Institute and a Masters degree from Harvard University and was a Professor of Human Resource Management at Benedictine University. She is an Enrolled Agent, licensed to practice before the IRS and is a member of the National Association of Enrolled Agents and the National Association of Tax Practitioners.