This year, host David Morganelli, a CPA with the firm Partridge Snow & Hahn, LLP, welcomes Jacquelyn H. Tracy, CPA, MST a partner with the firm Mandel & Tracy, LLC; Kristy Hurtt, CPA with Piccerelli, Gilstein & Company, LLP; Laura H. DaLomba, CPA, MST with KLR & Company, Ltd; and Gregory Porcaro, CPA a partner with Otrando, Porcaro & Associates, Ltd.
Ms. Tracy discusses the benefits of year-end planning and offers tax hints to help minimize one’s taxes. Ms. Hurtt reviews the new Affordable Care Act surtax and other tax increases. Ms. DaLomba discusses Roth IRA conversions. Mr. Porcaro provides an overview of tax implications surrounding cancellation of debt and Mr. Morganelli reviews changes to estate taxes and proposed changes to corporate taxes.
Watch the full program here:
In addition, Rhode Island PBS will provide a Tax Planning Forum Web site – www.ripbs.org/taxforum.html - with information on where viewers can get help with tax preparation. There are also links on the site to additional video of Ms. Tracy’s advice on year-end capital gains planning and Ms. DaLomba's comments regarding retirement plans for self-employed and small business owners – two segments we couldn't include in the program due to time constraints.
Learn transmits over the air on digital 36.2; on cable: Cox 808, Verizon 478, Full Channel 109, Comcast 294 or 312.
Updated Monday, November 19 at 1 p.m.