A Certified Financial Planner On What You Need to Know
Many writers don’t struggle with taxes themselves.
They struggle with staying organized in a way that makes tax filing straightforward.
This educational session walks through how taxes work for writers earning income from freelance work, royalties, platforms, or side projects, along with simple systems to stay organized throughout the year.
Topics include:
-
How writing income is typically reported (freelance, royalties, platforms, etc.)
-
Common categories of expenses writers often track and a quick peek at how they map to the tax form
-
Simple methods for organizing income and expenses all year round
-
An overview of quarterly estimated taxes and when they may apply; how to make safe harbor
-
Separating personal and writing activity for clearer record-keeping
-
Frequent issues that create confusion at tax time
This session is designed for writers at any income level who want a clearer understanding of how to stay organized and better prepared for tax season.
Note: This session is for general educational purposes only and does not provide individualized tax advice.
Presented by: Megan N. John, CFP®.
Megan John, CFP®, is a financial planner and tax advisor focused on serving self-employed individuals, creatives, and professionals building wealth outside of traditional paths. She specializes in practical, tax-aware planning for people with fluctuating income, multiple income streams, or growing businesses.
Before launching her firm, Megan worked with high-net-worth and ultra-high-net-worth clients, where she developed a strong foundation in comprehensive planning and client service. She now brings that same level of care and sophistication to clients who are often overlooked by the traditional wealth management industry.
Megan is particularly passionate about helping writers and other creatives get organized around their finances, make confident decisions about taxes and retirement, and build systems that support both their work and their lives.
Find the zoom link here: https://nysinc.org/meeting-zoom-link/ (Link is password protected. Access with your NY Tri-state SinC Chapter Members Only password. Note: You do not register for this event. You just join it via the zoom link at 6:30pm on May 6th.)