Taxes

Diane Lewandowski, CPA Diane advises individuals and companies in the areas of tax, business, and estate planning.
  • Trust and Estate Taxation
  • Capital Gains Taxes
  • Gift, Income and Property Taxes
  • Taxes and Accounting

Professional and Civic Affiliations:
California Society of Certified Public Accountants
Citizens for Better Education – Treasurer
American Cancer Society:
* Co-Volunteer Chair California Division Relay For Life
* Building Volunteer Capacity Team Member
* Past California Division Relay For Life Lead Training Volunteer
* Cancer Action Network Legislative Ambassador
Silicon Valley Better Business Bureau – Board Member

Topics covered in this module (part of the LIVE 8 week class):

  • Calculating your tax basis
  • Capital gains exemptions
  • Calcualting capital gains taxes
  • Property taxes
  • How to hold title to your property
  • Step up in basis
  • Income and gift taxes
  • Strategic timing

Contact Information
3880 S. Bascom Avenue, Suite 215
San Jose, CA 95124

Phone: 408-379-7979 x 105
email: diane.lewandowski@cpa-summit.com
Web: www.cpa-summit.com