Oakland, California, United States
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Articles by Maria

Activity

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Volunteer Experience

  • Accounting Tutor

    City College of San Francicso

    - 5 months

  • Volunteer

    Oakland Tech High School

    - 6 years 11 months

    Education

  • Volunteer

    Oakland Feather River Camp

    - Present 17 years 5 months

    Environment

  • Volunteer

    Montera Middle School

    - 6 years

    Education

  • Volunteer

    Joaquin Miller Elementary School

    - 12 years

    Education

  • Volunteer

    Oakland Soccer Club, Montclair Soccer Club

    - 5 years

    Health

  • Volunteer

    Kehilla Community Synagogue

    - 3 years

    Social Services

  • Member of the Executive Board

    Alliance Francaise de Berkeley

    - 6 years 10 months

    Education

Projects

  • 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.

  • Presentation at Berkeley Law: Financial and Tax Planning for Graduates

    Essentials of tax-driven long-term financial planning for soon-to-be law graduates

  • Presentation at Edward Jones Investments: Tax Reform Update for Individuals

    Tax Cuts & Jobs Act presentation for investors

  • Tax Planning Ahead for Worry-Free Retirement, Community Education @ Diablo Valley College

    -

    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

    -

    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

  • English

    Native or bilingual proficiency

  • Russsian

    Native or bilingual proficiency

  • French

    Professional working proficiency

  • Spanish

    Limited working proficiency

Organizations

  • 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

    -

    - 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

    -

Recommendations received

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