Financial planning is often an afterthought while CPAs and tax professionals are servicing clients. With the $1.9 trillion American Rescue Plan providing an expansion of the child tax credit, parents will receive $3,600 for children under the age of six and $3,000 for children ages six to seventeen.
This webinar will explore ways financial professionals can help families by educating them on how recent changes will affect them, helping them assess their financial goals, and leveraging the tax code to meet those goals.
Learning Objectives:
Iralma Pozo, CPA
Independent Consultant
[email protected]
(646) 820-1060
I am a CPA who has worn many hats, with over 20 years of accounting experience. I am currently an independent consultant, educator, and motivator who provides value-adding services and empowerment to businesses and individuals. I advise on business efficiency and how companies can add value and balance into the equation of finding success. In addition, I bring my financial acumen to companies that focus on a variety of segments that merge my personal passion and professional expertise.
I earned a BBA in Accounting from Baruch College and a Masters in Finance from Pace University. I started teaching in 2014 and have taught at Baruch College and Mercy College in the past. I am a past active member of the New York State Society of CPAs (NYSSCPA,) where I served as the CPA Careers Committee Chair and having serviced as a state-wide and chapter board member in the past.