1-1 with the CPA
Sprintax Webinar Information
https://docs.google.com/document/d/19AVQCKLd1eXfdZFP3wRDKz1on4XrwQIiXtZiMAfE220/edit
Sprint Tax
https://oisss.brown.edu/working-and-living/taxes/annual-income-tax-return-filing
International Tax Webinar
Ken Richards CPA, March 18th, 2022
https://docs.google.com/presentation/d/1QCBMdjPj7SPFAgNWvErDp5yyrrhHTw0s2v4d3FUpWHU/edit#slide=id.p1
The PhD Student’s Guide to Personal Finance Webinar
Dr. Emily Roberts, October 21st, 2021
Dr. Emily Roberts is a personal finance educator specializing in early-career PhDs. Through her business, Personal Finance for PhDs, she equips graduate students, postdocs, and PhDs with Real Jobs to make the most of their money. She gives seminars at universities and for associations; interviews graduate students and PhDs on her podcast; serves as a money coach; and creates courses and workshops on taxes, investing, and more. Emily holds a PhD in biomedical engineering from Duke University and lives in southern California with her husband and two children.
Demystifying Taxes for Grad Students
Dr. Emily Roberts, February 4th, 2021
Are you intimidated by the prospect of preparing your tax return? Are you confused by the tax forms you received from your institution–or the forms you didn’t? This seminar breaks down how to calculate your taxable income from your salary, stipend, fellowship, grant, and/or scholarships; minimize your tax liability using education tax benefits; and report your income, qualified education expenses, and estimated tax paid on your tax return.
View Zoom recording here!
Dr. Emily Roberts is a personal finance educator specializing in early-career PhDs. Through her business, Personal Finance for PhDs, she equips graduate students, postdocs, and PhDs with Real Jobs to make the most of their money. She gives seminars at universities and for associations; interviews graduate students and PhDs on her podcast; serves as a money coach; and creates courses and workshops on taxes, investing, and more. Emily holds a PhD in biomedical engineering from Duke University and lives in southern California with her husband and two children.
The Graduate Student’s Guide to Personal Finance Workshop
Dr. Emily Roberts, November 19th, 2020
Are you ready to take the next step with your finances as a graduate student receiving a stipend? Do you want to learn how to allocate your money more optimally, break the cycle of living paycheck to paycheck, increase your net worth even while in graduate school, and properly report your income on your tax return? This webinar presents an 8-step framework to guide you from broke to financially secure to wealthy through saving, debt repayment, and investing and includes real-life examples of other graduate students and early-career PhDs finding financial success.
Dr. Emily Roberts is a personal finance educator specializing in early-career PhDs. Through her business, Personal Finance for PhDs, she equips graduate students, postdocs, and PhDs with Real Jobs to make the most of their money. She gives seminars at universities and for associations; interviews graduate students and PhDs on her podcast; serves as a money coach; and creates courses and workshops on taxes, investing, and more. Emily holds a PhD in biomedical engineering from Duke University and lives in southern California with her husband and two children.
Financial Planning and Budgeting for Graduate Students
Marie Solange Lopes, October 17th, 2019
View a recording of a personal finance speaker, who discusses budgeting, investing, and taxes for graduate students. The recording and slides are accessible using a Brown username and password.
Professor Marie Solange Lopes is an author, speaker, professor and founder of the career, business and lifestyle platform for women, The Corporate Sister. As a scholar of gender and racial diversity in business, she is passionate about creating professional and personal growth opportunities for women and minorities. Her articles have been featured on the Huffington Post, the Chicago Tribune and Entrepreneur Magazine. Professor Lopes currently serves as Professor of Accountancy at Stonehill College.