Domestic Partners & Taxes workshop

Tuesday, March 4th
Starts at 7:00 p.m.

Santa Clara County Assessor Larry Stone and Rich Waterman, a CPA and partner in Sparkman and Waterman, LLP will lead a FREE “nuts and bolts” workshop on federal and state income and local property taxes sponsored by the Billy DeFrank Center in San Jose.

Focused on helping Domestic Partners, same sex couples and senior citizens over 62, the presentations will go over recent changes in law, as well as steps taxpayers can take to legally minmize their tax liability.

Participants can expect to learn more about how the recently enacted law for Domestic Partners (SB 1827) requiring joint state tax filing for all California registered Domestic Partners for 2007 taxes; advantages and disadvantages to the state's new Domestic Partner laws including AB205, SB565 and 401(k) inheritance; retirement tax planning; issues impacting families with children of domestic partners; and other related topics. A considerable portion of the workshop will be set aside to answer questions.

If you were part of the packed crowd during our January tax workshop, please feel free to come back, as Assessor Larry Stone was unable to be present at that time.  He will discuss newly-enacted SB 559 and the benefits to domestic partners who were registered and owned property between 2000 and 2006.

This is a FREE workshop and begins at 7:00pm and ends at 9:00pm.  Come join us -- it's right in time before the tax filing deadline.

***RSVPs are strongly encouraged, as we ran out of space in our Ballroom when Rich led this workshop in January.  For more information or to RSVP, please submit your information below or contact:

Rich Waterman
rich@sparkmancpa.net
408-856-6345

David Ginsborg of Assessor Larry Stone's Office david.ginsborg@asr.sccgov.org
408-299-5572.