I offer two pre-recorded asynchronous tax workshops on US federal income tax for bulk purchase. (I no longer teach this material live.) To learn more about or arrange to purchase either workshop, please email email at PFforPhDs dot com or book a call.
Here is a flyer that you can send to a potential (co-)sponsor.
How to Complete Your PhD Trainee Tax Return (and Understand It, Too!)
- Why: Teaches participants how to understand and calculate their higher education-related income and expenses and apply relevant education tax benefits.
- Who: Graduate students and postdocs, citizens/residents and nonresidents
- When: Tax season (January to April of each year)
- How: Asynchronous workshop (i.e., pre-recorded videos with transcripts, worksheet(s)) with Q&A opportunities
- How Much: $20 per participant
- Where to learn more
Quarterly Estimated Tax for Fellowship Recipients
- Who: Graduate students, postdocs, and postbacs who are not having income tax withheld from their stipends/salaries. Note: Only US citizens, permanent residents, and residents for tax purposes fall into this category.
- Why: Teaches participants how to 1) estimate their future income tax liability, 2) determine if they are required to pay quarterly estimated tax, and 3) prepare to pay their tax bill or bills through setting up a system of self-withholding.
- When: Year-round, but ideally near the start of the academic year
- How: Asynchronous workshop (i.e., videos, spreadsheet) with live Q&A calls
- How Much: $20 per participant
- Where to learn more
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