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FREE: Countdown to Tax Season: Plan with our Pros
  • FREE: Countdown to Tax Season: Plan with our Pros
Workshop | 45 min

FREE: Countdown to Tax Season: Plan with our Pros

  • $0.00 Ellevest clients*
  • $0.00 Non-clients

Not sure which session or package is right for you? Start with a complimentary call with an Ellevest CFP® pro.

Description

Another year is coming to a close, which means tax season is right around the corner. If you’re prone to tax-time stress (who isn’t?) ‌ — we get it, and we’re here to help. 

In this live, 45-minute workshop, an Ellevest enrolled agent (aka tax pro) and a CERTIFIED FINANCIAL PLANNER™ professional (aka CFP® pro) will share information and tips for your year-end tax planning. They’ll go over what tax documents to expect and when; how to pay estimated taxes and reduce your taxable income; and whether to file on your own or with a pro.

To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.

Upcoming dates and times:

Tuesday, November 19 at 12:30 PM ET

Thursday, December 5 at 6 PM ET

What to expect

  • A presentation co-led by a tax pro and a CFP® pro, with time for Q&A

  • A breakdown of common tax documents, including what to expect and when 
  • How to think about paying estimated taxes, if you owe them
  • Deductions you can claim to reduce your taxable income
  • How to file your taxes, depending on the complexity of your situation

How it Works

After you check out, click “Register Here” on the confirmation page.

Register for an upcoming date and time via Zoom. (You can see upcoming dates and times above or browse the schedule here.)

When it’s time, join the workshop via Zoom. If you miss it, you’ll get a link to re-register.