Articles by Maria
Activity
882 followers
Volunteer Experience
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Accounting Tutor
City College of San Francicso
- 5 months
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Volunteer
Oakland Tech High School
- 6 years 11 months
Education
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Volunteer
Oakland Feather River Camp
- Present 17 years 5 months
Environment
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Volunteer
Montera Middle School
- 6 years
Education
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Volunteer
Joaquin Miller Elementary School
- 12 years
Education
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Volunteer
Oakland Soccer Club, Montclair Soccer Club
- 5 years
Health
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Member of the Executive Board
Alliance Francaise de Berkeley
- 6 years 10 months
Education
Projects
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Financial (and Tax) Literacy workshop, Diablo Valley College
This is an online (via Zoom, but synchronous and thus interactive) Financial (and Tax) Literacy workshop, specifically designed for students who are new to managing their own financial resources, to help them prioritize financial matters to their best life-long advantage.
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Presentation at Berkeley Law: Financial and Tax Planning for Graduates
Essentials of tax-driven long-term financial planning for soon-to-be law graduates
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Presentation at Edward Jones Investments: Tax Reform Update for Individuals
Tax Cuts & Jobs Act presentation for investors
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Tax Planning Ahead for Worry-Free Retirement, Community Education @ Diablo Valley College
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5-week non credit course. Topics covered:
• Social Security & Medicare: Social Security, Planning the Onset of Benefits, Taxation of Social Security Benefits, Medicare Issues, Means Testing for Medicare Payments
• Still Working As a Senior: Self-Employment, Employed by Another, Social Security Issues
• Retirement Distributions: Pension or Annuity, Lump-Sum Distributions, Required Minimum Distributions, Qualified Charitable Distributions, Planning with RMDs, Roth…5-week non credit course. Topics covered:
• Social Security & Medicare: Social Security, Planning the Onset of Benefits, Taxation of Social Security Benefits, Medicare Issues, Means Testing for Medicare Payments
• Still Working As a Senior: Self-Employment, Employed by Another, Social Security Issues
• Retirement Distributions: Pension or Annuity, Lump-Sum Distributions, Required Minimum Distributions, Qualified Charitable Distributions, Planning with RMDs, Roth Advantages
• Tax Planning - Deductions: Medical Deductions, Deductions for Taxes, Charitable Deductions, Interest Deductions, Miscellaneous & State Tax Treatment, Federal Standard Deduction & “Bunching”
• Other Planning Issues: Downsizing & Related Issues, Retiring Without a Mortgage, Helping the Family – Education, Helping the Family – Purchasing a Home, Helping the Family – Intrafamily Loans
• Tax Filing Tips: Filing Status, Wages, Salaries, etc., Line 2 (a & b) Interest, Line 3 (a & b) Dividends, Line 2 (a, b, c & d) IRAs & Pensions, Line 5, 6, 7 & Schedule 1 -
How to Make Federal Income Tax Work for You (Individuals), Community Education @ Diablo Valley College
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6-week non-credit course. Topics covered:
• Individual deductions
• Home ownership
• Retirement accounts
• Business deductions
• Compensation, Fringe benefits, Stock options
• Education costs tax planning
Languages
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English
Native or bilingual proficiency
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Russsian
Native or bilingual proficiency
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French
Professional working proficiency
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Spanish
Limited working proficiency
Organizations
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Miles for Migraine, San Francisco
Donor
- Present -
University of California at San Francisco Headache Center
Donor
- Present -
Urban Adamah
Donor
- Present -
American Migraine Foundation
Donor
- Present -
Fort Ross Conservancy
Donor
- Present -
Lafayette Town Hall Theater
Donor
- Present -
Wikipedia Foundation
Donor
- Present -
Girls Inc of Alameda County
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- Present -
Migraine World Summit
Donor
- Present -
East Oakland Collective
Donor
- Present -
Vestibular Disorders Association
Donor
- Present -
World Health Education Foundation
Donor
- Present -
KQED, National Public Radio
Member
- Present -
Jewish Family & Children's Services
Supporter
- Present -
Faculty Association of California Community Colleges
Member
- Present -
California Society of CPAs
Member
- Present -
Democratic National Committee
Donor
- Present -
Jewish Community Center, Berkeley
Donor
- Present -
Homeowners of Crestmont Association
Member, former Treasurer, former Member of Board of Directors
- Present -
Alliance Francaise de Berkeley
Member of Board of Directors
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