$25 per person/$35 per couple
class will be held at the Beverly Senior Center.
You know those flyers you get in the mail for tax planning seminars? They're usually aimed at high-income investors. This workshop equips the rest of us with money-saving strategies, whether we're working, retired, or living on a fixed income. We'll cover tax optimization for your paycheck, pension, RMD or Social Security check, plus how to plan for life events such as marriage, children, divorce, inheritance, buying, selling or renting out a home, going to school, and so on. Chances are you'll save far more than you spent on this workshop!
Students asked to bring a pen and paper.
Instructor Bio: Miriam Klamkin is a seasoned tax advisor based in Beverly, MA. Her 17 years of experience and training with H&R Block prepared her to handle a wide variety of tax situations for individuals, businesses, and nonprofits. Since 2022, she's been practicing on her own, helping clients with tax preparation and planning for the best possible financial outcome. Miriam qualified in 2015 to represent taxpayers before the IRS as an Enrolled Agent. She specializes in a calm, organized approach that puts you at ease and makes sure you understand what's going on with your money.