Upcoming Events
Mark your calendar! Come -- and invite your family and friends. Bring your questions.
These annual tax programs are offered remotely via Zoom from following locations listed below. Please register on the library websites or call them to register! A printable flyer for these events can be foundhere.
Contact us for more information – or call the contacts above directly to register in advance, which may be required.
"Taxes are Everyone's Business"
With the new IRS Commissioner and the recent advances in technology at the IRS, there is a lot to learn. From the signing of the Inflation Reduction Act in 2022 and the SECURE Act in 2022, there are smaller changes for 2024 taxes – until the big 2017 changes expire in 2025!
In this workshop, Judi will review the key elements of the tax code effective for 2024 taxes (from the huge changes from the 2017 tax law and the smaller more recent changes for expanded energy credits, child credits and the new rules for Required Minimum Distributions, 401K catch - up contributions, and Inherited IRAs for both spouses and nonspouses) - both for the IRS and IL. In addition there are the increasingly complex rules for sales of stock and mutual funds and Form 8949 as well as the revised Schedule D. She will also discuss important deductions such as mortgage interest and real estate taxes - and common tax questions including house sales, gifting, K-1s from Trusts and Estates, and how to figure your withholding. She will focus on tax issues many of us have including CP 2000 notices from the IRS and why/whether to do it yourself or seek a professional for advice. There will be, as always, time for your questions.
Zoom Workshop -- Downers Grove Public Library
Phone: (630) 960-1200
Register at: downersgrovelibrary.org
Wednesday, January 15, 2025; 7:00PM - 8:30PM
Zoom Workshop -- Lisle Library District
Phone: (630) 971-1675
Register at: lislelibrary.org
Tuesday, January 21, 2025; 7:00PM - 8:30PM
Zoom Workshop -- Woodridge Public Library
Phone: (630) 964-7899
Register at: woodridgelibrary.org
Wednesday, January 22, 2025; 6:30PM - 8:00PM
Judi Strauss is the owner of Strauss Tax Service. 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 master’s 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.