Presentation: Financial Tips for the Newly Self-Employed

Don’t get caught by surprise when it comes to figuring out what sort of entity to form; filing the right tax forms; producing 1099s or W-2s for people you hire; paying estimated taxes on time; taking all the right deductions (and none of the wrong ones!); and maximizing retirement savings for yourself, your family, and your employees.

Presented by Heather C. Liston, CFP®, EA, the Principal at Clarity Financial, a woman-owned, fee-only financial planning firm based in San Francisco.

She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, and debt management; and more.

She also prepares tax returns and teaches courses, including Income Tax, at UC Berkeley Extension and Golden Gate University.

Closed Captioning will be available. For questions about the program or help registering, contact

For accommodations (such as ASL or language interpretation), call (415) 557-4400 or contact Requesting at least 3 business days in advance will help ensure availability.

Register Here


May 09 2024


12:00 pm - 1:00 pm
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