Listen here - Tax Tips for Individuals Read the script of the show below:
PROGRAM 1: Tax Tips for Individuals
Originally aired: Thursday, March 25 10:00 a.m. – 11:00 a.m. EDT
Introduction – Tax Mama
- Welcome and Introductions
o Thanks for joining
§ Introduce hosts:
§ Chris Wilson, Master Tax Advisor
o Wilson has been a master tax advisor with H&R Block for 7 years. He also has experience in business management, coaching and investing. He holds a Bachelor of Arts in Business Administration with a concentration in Accounting. His areas of expertise include: investments/stock options, home ownership, real estate rentals or vacation homes, healthcare expenses, non-U.S. citizens, income earned outside the U.S., small business, sole proprietor or self-employed. He resides in Shelby, NC and served as a business mentor for Duke University Fuqua School of Business summer leadership program in 2006 and 2007.
§ Leigh Mutert, CPA
Mutert obtained her MBA from the University of Kansas and is a licensed CPA in Kansas. After beginning her career with Deloitte, she took time off to raise a family. She joined H&R Block in 2002 where she has successfully worked in roles ranging from tax professional to Business Development for the online products group. She is currently the Community Manager in the Social Media Marketing Department.
§ My name is Eva Rosenberg, Enrolled Agent
- I am the Internet’s TaxMama at TaxMama.com – author, nationally syndicated tax columnist at Dow Jones’ MarketWatch.com. I have decades of tax experience, starting with National CPA firms and spending the last 10 years answering your questions at TaxMama.com .
- Brief overview of topics to discuss
o Key tax law changes
o What to know if you were unemployed and looking for a job in 2009
o Critical tips for last minute filers
- We encourage questions – this is an interactive program
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