Join us for an engaging and informative session led by Dorothy Pearlman, an accomplished expert in financial, managerial, and tax reporting. With decades of experience in best business practices, regulatory compliance, and U.S. tax law, Ms. Pearlman brings a wealth of knowledge tailored specifically for today’s seniors.
Ms. Pearlman spent 20 years as the Director of Audits at Columbia University, followed by additional leadership in financial oversight at the Stevens Institute of Technology. She currently serves as an Adjunct Professor of Economics and Financial Management at Metropolitan College of New York and works as a consultant to small businesses, banks, and nonprofit organizations.
During this session, Ms. Pearlman will break down essential tax concepts that can help you plan better and optimize your financial strategy. Topics include:
- Key deductions and credits available to seniors
- Income thresholds and tax limits
- Pre-tax vs. post-tax savings and withdrawal strategies
- Considerations for self-employment income
- Intergenerational financial planning
Come enjoy an educational—and entertaining—presentation designed to help you make informed decisions this tax season and beyond.
Please RSVP to: [email protected]