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Introduction to Income Taxes
HEALTH TALK SESSION
Understanding the taxation process is essential whether you file your own tax return or work with a preparer. In this session, you’ll learn the basics of federal income taxes, including key concepts like W-2s, 1099s, income, Adjusted Gross Income (AGI), deductions, and credits. We’ll guide you through what you need to complete a tax return and walk you step-by-step through the process. To prepare you for tax season, we’ll review a 1040 Form, the most common tax form used by employees.
Participants will explore:
-Fundamentals of federal income taxation
-Key tax documents like W-2s and 1099s
-Understanding income, AGI, deductions, and credits
-Step-by-step overview of completing a 1040 tax form
Gain confidence and clarity to navigate your tax return with ease.
WHAT TO EXPECT
Your Client Success Coordinator will connect with you and take you step-by-step to ensure the subject matter and content aligns with your wellbeing goals. Your booked session includes an outline for employees to review ahead of time. Plus, we help with the marketing efforts. You'll receive marketing assets to help engage your staff, and promote your session. All virtual sessions are delivered via Zoom, and we help track utilization to ensure you’re getting the best ROI.
CUSTOMIZATION
Is this session not quite what you’re looking for? No problem. Our lineup of Pros have the experience, knowledge, and expertise to help cover a wide range of topics. We can help customize your session to the needs of your diverse staff. Looking for a more in-depth session? Make it a series! Sessions can be customized and extended to help cover important topics that require a deeper understanding.
ABOUT OUR PROS
All our wellbeing speakers and instructors, or Pros, are the highest qualified experts in their field. Rest assured that we’ve taken the necessary steps to ensure that your Pro is certified and vetted to cover the selected session.
CANCELLATION & RESCHEDULING POLICIES
For any Health Talk, Fitness Class or Team Building event any date changes within fifteen (15) days will result in a 50% rescheduling fee.