Rosemary Bocian
Professional Speaker | Interpreter Tax Expert | Author
Transform your next event with practical, expert-led sessions designed specifically for interpreting professionals. As both a licensed Enrolled Agent and experienced interpreter, Rosemary bridges the gap between complex tax regulations and real-world application.
From comprehensive workshops to inspiring keynotes, her presentations deliver actionable insights that attendees can immediately implement in their careers. Perfect for conferences, associations, and continuing education programs.
Rosemary offers a variety of engaging workshops, ranging from 1 to 3 hours, designed to empower interpreters with essential tax and business knowledge. Each session combines her expertise as an Enrolled Agent and interpreter to deliver practical, actionable insights.
Webinar Topics:
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1 hour workshop
Do you feel unprepared for tax season this spring? Do you feel confused about deductions, quarterlies and handling multiple income sources? You're not alone! With interpreting being such a unique field, it can be difficult to find accurate tax guidance. In this workshop, participants will learn 3 practical strategies interpreters can use to get organized for this years taxes and make next tax season smoother. With an efficient process in place, interpreters can breathe easier knowing they're ready for tax season every year.
OBJECTIVES
Participants will be able to indicate at least 2 differences between 1099 and W2 income
Participants will be able to identify at least 8 business deductions
Participants will learn how to save for and pay quarterly estimated taxes
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1 hour workshop
This webinar will unpack the One Big Beautiful Bill Act’s key provisions that affect interpreters. Whether you’re on staff, freelancing, or doing both, you will leave with valuable information that applies to you. You’ll learn about how the raised 1099‑NEC threshold and Qualified Business Income deduction permanency impact freelance work. We’ll also explore some exciting new tax-saving opportunities offered by charitable donation and car interest deduction updates, 529 plan expansion, increased child tax credits, and Trump accounts. We’ll touch on preparing for energy credit phase-outs as well. By the end, you’ll understand how these updates impact your taxes as an interpreter and enter tax season with confidence.
OBJECTIVES
State the new 1099-NEC filing threshold and how to handle unreported self-employment income
State the maximum deductible amount of charitable contributions for those who do not itemize personal deductions
List 3 energy-efficient purchases that will no longer be eligible for Green Tax Credits after 2025
Calculate the new car loan interest deduction
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2 hour webinar
As an Enrolled Agent, I bring my real-world interpreter experience together with professional tax knowledge in Decoding Retirement: A Guide to Account Types, Tax Savings & Risk Tolerance. We’ll explore how different retirement accounts (like IRAs, 401(k)s, and options tailored to freelance work) can help you save on taxes, figure out your contribution limits, and assess your investment risk through relatable, real‑life examples. Through engaging activities, example scenarios, and a clear roadmap built just for interpreters, you’ll walk away with practical steps you can actually use, and confidence from hearing advice from someone who not only understands your world but is licensed to navigate tax rules and advocates for interpreters full-time.
OBJECTIVES
Calculate annual maximum contribution limits for those with self-employment income.
List key differences between Traditional IRAs, Roth IRAs, SEP IRAs, Solo 401(k)s, and Health Savings Accounts (HSAs).
Explain how personal risk tolerance affects potential investment growth and articulate why this matters when choosing retirement account allocation strategies.
Participants will be able to indicate three warning signs to avoid when selecting a tax debt relief service.
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2 hour workshop
This workshop will reveal the answers to the most common questions interpreters ask about LLCs, including: Do I need an LLC? How do I form an LLC? What is liability insurance? Does an LLC provide tax savings? What is an EIN? How are sole proprietorships and S Corps different? In addition, we will examine several real-life scenarios to help interpreters evaluate whether or not an LLC is right for them.
OBJECTIVES
Participants will understand what an LLC is
Participants will be able to indicate the difference between liability insurance and LLCs
Participants will be able to describe the purpose of an EIN and a tradename (DBA)
Participants will be able to identify the tax implications of sole proprietorships and S Corps
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3 hour workshop
Being a freelance interpreter requires more than just interpreting. Focus is so heavily placed on language and skill that the business side of the profession often falls through the cracks. Through engaging content and hands-on activities, participants will learn how to avoid the most common tax mistakes that interpreters make. By becoming tax savvy freelancers, interpreters can transform their business practices and improve their current and future careers.
OBJECTIVES
Participants will be able to calculate taxable income
Participants will be able to indicate at least 3 differences between 1099 and W2 income
Participants will be able to identify the difference between an LLC and Liability Insurance
Participants will be able to state at least 15 business tax deductions
Participants will learn how to implement tax planning throughout the year by using a budget-based scheduling approach
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3 hour workshop
Are you confused about why you owe a lot of taxes when you file? Are you currently sitting on a huge tax bill that you don’t know how to handle? Taxes can be an extremely stressful experience for freelance interpreters, especially if you are blindsided year after year with a large tax bill that you’re unprepared for. This webinar will explain various payment options that are available if you find yourself with a large tax bill that you can’t afford. It will also teach you how to avoid owing large balances in the future by ensuring correct estimated taxes and withholdings are paid throughout the year. In addition, we will examine several real-life scenarios to help interpreters apply the concepts taught and gain an idea of how they can apply them to their own unique situations.
OBJECTIVES
Participants will understand what quarterly estimated taxes are and how they impact the amount of taxes owed when filing in the spring.
Participants will be able to complete form W4 to ensure correct tax withholding from multiple employers.
Participants will be able to describe the difference between short term and long term federal tax payment plans.
Participants will be able to identify the criteria involved with qualifying for federal tax debt forgiveness (also referred to as “tax relief”).
Participants will be able to indicate three warning signs to avoid when selecting a tax debt relief service.
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2 hour workshop
From TurboTax.com to FreeTaxUSA.com, there are a lot of options available to interpreters who want to file their own taxes. However, if you don’t have an understanding of business and personal deductions, many tax saving opportunities can easily fall through the cracks while self-filing. During this workshop participants will learn how to reduce their taxable income through maximizing both business and personal deductions when they file their own taxes. I will also show you where these deductions are reported on your tax return so you can double check it for accuracy before filing. And for those who are concerned about how much you might owe this year, I’ll explain how to easily calculate an estimate of your taxes to help you feel more prepared before you begin working on your taxes.
OBJECTIVES
Participants will be able to list 8 business deductions and understand how to maximize their business phone, home office and auto expenses.
Participants will be able to easily calculate an estimate of their tax liability
Participants will be able to list 3 personal tax deductions that can reduce their taxable income
Participants will be able to locate their business and personal deductions on their tax return to check for accuracy.
Inspiring Keynote Topics
The Interpreter Ecosystem
Discover how serving our own community creates opportunities for professional growth and career advancement in the interpreting field.
The Beauty of Customer Service
Transform your approach to client relationships and create a more fulfilling, successful interpreting career through exceptional service.
Branching Out With Compassion
Learn to balance growth in complementary fields while maintaining your passion for language and cultural bridge-building.
Why Choose Rosemary?
Dual Expertise
Licensed Enrolled Agent with real-world interpreting experience. She understands your challenges because she's lived them.
Practical Focus
Every presentation delivers actionable strategies you can implement immediately, not theoretical concepts.
Community Advocate
Dedicated to elevating the interpreting profession through education, mentorship, and professional development.
Hear From Clients Who Have Hosted a Webinar With Us!
Book Rosemary for Your Next Event
Transform your conference or training program with expert-led sessions that deliver real value to interpreting professionals. From comprehensive workshops to inspiring keynotes, Rosemary brings practical expertise and community passion to every presentation.
Perfect for interpreter associations, continuing education coordinators, and conference organizers seeking engaging, actionable content.