Taxes and Adulting: The Two Things You Have to Deal With and Can't Avoid
Tax season is here—and honestly, it’s been here. Let's be real between a shifting economy and the chaos of the "One Big Beautiful Bill", trying to figure out your finances right now feels like a full-time job you didn't apply for. In this uncertain world, there are two things you simply can't avoid: Taxes and Adulting.
We’re hosting this deep dive because "adulting" shouldn't feel like a guessing game. This session is designed to get rid of any confusion or hesitations and give you a simple roadmap to handle your finances and file your taxes with total confidence instead of paperwork panic.
This live expert session is a Taxes and Adulting deep dive exclusively for the Kiro Money community. We’re focusing on building a strategy that works for your unique life and helps you reclaim the paycheck you’ve been working so hard for.
The session will be led by Maggi Heneghan, the founder and CEO of Sumly. Maggi is a strategy expert with an MBA from Columbia who built Sumly to help freelancers and earners use technology to track their finances and reduce taxes without the manual headache.
Joining the conversation is Sherita Kittrell, CPA and Sumly Senior Tax Pro. A proud Howard University and University of Mississippi Tax Data & Analytics alumna, Sherita brings over 6 years of experience specializing in tax strategy for entrepreneurs and small businesses to ensure our community has expert-backed guidance.
Sara Ellis, Kiro Money’s Community Manager, will be joining Maggi and Sherita to help facilitate the session and lead our live Q&A. Sara will be making sure we get through your tax questions and translate the technical "tax-heavy language" into simple terms everyone can understand at the end of the day.This is a judgment-free space to learn and get clarity regardless of your prior tax experience. No question is too basic, and you definitely don't need to be a math whiz to attend.
What we're going to dive into:
Income Forms 101: What to actually do with your W-2s, 1099s, and 1099-DIVs so you aren't guessing.
The Withholding Secret: How to set your percentages so you can keep that cash in your own pocket.
Health Insurance & Taxes: Navigating the 1095-A and how your coverage impacts your bottom line.
The "One Big Beautiful Bill" (OBBBA): Breaking down the new rules for tax-free tips and overtime deductions that could put thousands back in your pocket.
Deductions You Can Actually Use: Maximizing write-offs for medical and education costs (like those expensive textbooks and tuition).
Smart Tracking: How to automate your finances so you can stay consistent all year without the constant stress.
This session is purely educational, beginner-friendly, and designed to help you build a setup that fits your life. No complicated jargon and no pressure to overhaul your entire world overnight.
There will be plenty of time for a live Q&A with Maggi, Sherita and Sara at the end. A recording will be shared with everyone who registers.
Please note this event will be recorded and may be shared afterward. By registering, you are opting in to be added to Kiro's mailing list, but you can always unsubscribe if we're not the right fit for you!