F202 Winter 2020 Tax Preparation Simplified
Tuesdays, 9:40–11:05, Feb. 4–Feb. 18
Coordinator: Leo Brennan
This series of lectures is intended to help with the preparation of income tax returns.
- Feb. 4: A Review of Revised Federal Tax Laws, with an Emphasis on Senior-Related Issues. The presenter, Mary Szpanka, a certified public accountant with over 30 years’ experience, is the past president of the board of directors of the Northern Virginia Chapter of the Virginia Society of CPAs.
- Feb. 11: A Review of Virginia Tax Laws for Seniors to Consider. Mary Szpankabuild on the previous lecture, describing the requirements of Virginia tax laws for preparing state tax returns and using the content and organization of a “documentation shoebox” to help prepare tax returns.
- Feb. 18: Everything You Always Wanted to Know about Your Taxes but Were Afraid to Ask. Linda de Marlor, who teaches tax law at real estate and educational institutions, will give a brief presentation about issues that affect most seniors. There will be an open session to answer questions on real estate, legal, and financial issues. Marlor has appeared on hundreds of radio and TV shows and is returning to OLLI for her 12th season.