Free Tax Preparation Outreach & Promotion. December 17, 2015
|
|
|
- Silas Collins
- 7 years ago
- Views:
Transcription
1 Free Tax Preparation Outreach & Promotion December 17, 2015
2 Agenda 1. Benefits of free tax preparation 2. In-person free tax preparation (VITA) 3. On-line free tax preparation (MyFreeTaxes) 4. Outreach Strategies 5. Marketing Insights 6. Next Steps 2
3 Free Tax Preparation helps people save money The average cost of tax preparation in 2015 was $273 20% of paid preparer customers purchase refund anticipation loans helps reduce poverty Free tax preparation sites help eligible filers claim valuable tax credits like the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC). The EITC lifted 9.4 million people out of poverty in 2013, including 5 million children. 3
4 Free Tax Preparation is good for the economy Brookings estimates that nearly 50,000 filers in Dallas are eligible for the EITC but do not claim, which costs the Dallas economy nearly $70 million each year. can start the conversation Free tax preparation sites are great venues to help individuals learn about other important services like healthcare, financial education, FAFSA preparation, savings opportunities, etc. 4
5 The market opportunity is HUGE Number of filers who used in-person free tax preparation in 2015: 11,535 Number of filers who used MyFreeTaxes in 2015: ,572 Eligible Filers in Dallas County 5
6 United Way s Role in Free Tax Preparation Free tax preparation is one of United Way s primary strategies to reduce poverty and promote financial stability in North Texas. United Way efforts include: Funding in-person free tax preparation programs Promoting MyFreeTaxes as an online alternative to in-person programs Raising awareness of the benefits of free tax preparation locally Advocating to protect federal tax credits and local support 6
7 MyMoneyDFW.com/free-tax-preparation 7
8 In-person Free Tax Preparation: Volunteer Income Tax Assistance (VITA) Operated by local nonprofits Free for filers that earned less than $54,000 in 2015 Tax returns prepared by IRScertified volunteers 30+ locations in DFW open evenings and weekends Services in English and Spanish Target Audience: Filers who are less tech savvy, have more complex returns, and/or have low English proficiency 8
9 Online Free Tax Preparation: MyFreeTaxes Web-based, self-preparation product from United Way Worldwide Free for filers that earned less than $62,000 in 2015 Uses H&R Block software Free customer support line Mon-Sat 8am-9pm Partner Portal Target Audience: Filers who are more tech savvy, have more simple returns, and/or live in suburban areas far from in-person sites 9
10 MyMoneyDFW.com Free resources and easy ways to make your money go further Boost Income: benefits, tax credits, FAFSA, local programs Manage Money: goal setting, saving, credit, debt, advanced tools Protect Money: insurance, comparison shopping, payday loan alternatives Find Local Support: local providers that offer free financial stability services Partner Resources: tax outreach toolkit, financial education and coaching resources for front-line staff 10
11 Free Tax Preparation Outreach Materials URL: mymoneydfw.com/free-tax-preparation-outreach/ Sample s: multiple options for different audiences Collateral: flyers, posters, payroll inserts Social Media Posts: sample posts for each month How to Host a MyFreeTaxes Site Informational Resources: tax checklist, FAQ Sponsorship opportunities 11
12 Strategy #1: Send an Basic Instructions Copy one of the four sample s included in toolkit Modify language as needed Send s BEFORE and DURING tax season (January 1 April 15) Additions Consider attaching a Free Tax Prep Checklist If promoting a specific site, indicate when the site will open 12
13 Strategy #2: Post Flyers Flyer Options 8 ½ x 11 (3 versions) 11 x 17 Poster Payroll Insert Collateral questions? Contact Galen Smith at or gsmith@unitedwaydallas.org 13
14 Strategy #3: Post on Social Hashtags #TaxTimeSaving #TaxFactTuesday #LiveUnited #UniteDallas Sample Posts Located in toolkit Posts organized by month (to make it easy to schedule posts now) Add your own handles or hashtags as needed United Way will also be posted on social media, so feel free to repost/like 14
15 Strategy #4: Host MyFreeTaxes Site What is a MyFreeTaxes Site? Public place where individuals are allowed to access MyFreeTaxes to complete their tax return Site Requirements Computer(s) Internet Connection Sign up as MyFreeTaxes Partner Site Enhancements Method for clients to receive a copy of completed tax return (printout, PDF) MyFreeTaxes Help Sheets Marketing efforts Volunteer or staff support to help clients get started, use help line, and complete returns (should not be used to provide tax advice or fill out returns) 15
16 MyFreeTaxes Site Resources MyFreeTaxes Guide Presentation MyFreeTaxes Site Checklist (pictured) MyFreeTaxes Help Sheets 2 upcoming webinars to explore MyFreeTaxes product (January) 16
17 Additional Resources Tax Prep Checklist MyFreeTaxes FAQ Local Business Engagement in Tax Prep Promotion Sponsorship Opportunities 17
18 Key Dates in 2016 January 1: Tax season begins January 7: MyFreeTaxes goes live January 18: VITA sites begin opening January 25: IRS begins accepting electronic tax returns April 15: Last day to file 2015 taxes 18
19 Tax Filing Trends 18% Returns Refunds 16% 14% 12% 38% of returns completed 43% of refunds received 10% 8% 6% 4% 2% 0% 30-Jan 6-Feb 13-Feb 20-Feb 27-Feb 6-Mar 13-Mar 20-Mar 27-Mar 3-Apr 10-Apr 17-Ap January 25, 2016: E-Files Accepted 19
20 Timing Outreach Efforts The timeline below shows the ideal outreach strategy for successfully promoting free tax preparation Dec 2015 Jan 2016 Develop outreach plans Print collateral Set up web banners Send out initial s March Continued outreach More limited site hours (if hosting site) Jan 18 Feb 29 Aggressive outreach Regular s Promotion in newsletters Generous site hours (if hosting site) April Aggressive outreach Regular s Promotion in newsletters Generous site hours (if hosting site) 20
21 Key Marketing Messages Free tax preparation saves money ($273 average cost of tax preparation) makes it easy to claim valuable tax credits is available for filers earning less than $54,000 for in-person services and less than $62,000 for MyFreeTaxes. processes returns just as fast as fee-based tax preparation is convenient (web-based, sites across DFW) is reliable and high quality (IRS-certified volunteers, H&R Block software) 21
22 Next Steps Please use and share the Outreach Toolkit! Webinar recording and presentation will be added to the list of resources Want to discuss outreach strategy? Feel free to contact me and we can work together to develop the best strategy. Need collateral? We may be able to help. Please contact me so we can discuss the details of the collateral request. Contact Information: Galen Smith Director, Community Financial Stability Other Questions? 22
23 Thank You for Attending! 23
Top 10 reasons for becoming a volunteer with your community s free tax preparation program
Top 10 reasons for becoming a volunteer with your community s free tax preparation program 1. You can make a difference as a tax volunteer. 2. As a tax volunteer, veterans (and non-veterans alike) can
VOLUNTEER ROLES FOR 2016 TAX SEASON
IRS Certified Tax Preparer Volunteers work one-on-one with clients to prepare federal and state tax returns. After completing the required training in tax law and tax software, you will be ready to help
United Spinal Association
United Spinal Association Tax Provisions for People with Disabilities and Free Tax Preparation Opportunities March 13, 2013 Questions To ask a question, type it in the question box. Thank You! 1 IRS Structure
TAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES
Roxy Caines, Center on Budget and Policy Priorities TAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES Susanna Birdsong, National Women s Law Center Amanda Hooper, National Women s Law Center
Los Angeles County. The Evolution of a Coalition. The Greater Los Angeles Earned Income Tax Credit (EITC) Campaign Partnership
Los Angeles County The Evolution of a Coalition The Greater Los Angeles Earned Income Tax Credit (EITC) Campaign Partnership Victor Ramirez, Campaign Chair Citi Community Development 1 EITC Campaign- How
MAKE TAX SEASON WORK FOR YOU: FREE TAX PREPARATION SERVICES. Today s Webinar is Sponsored By
MAKE TAX SEASON WORK FOR YOU: FREE TAX PREPARATION SERVICES Today s Webinar is Sponsored By Listening to the Webinar The audio for today s webinar is being broadcast through your computer. Please make
OSHKOSH AREA VITA 2014 YEAR END REPORT
OSHKOSH AREA VITA 2014 YEAR END REPORT Volunteer Income Tax Assistance The VITA Program provides free tax preparation services to low to moderate-income residents of Winnebago County SITE COORDINATORS
Income Tax Return Preparation. Refund Anticipation Loans and Refund Anticipation Checks
S E X A T G N I FIL Income Tax Return Preparation Refund Anticipation Loans and Refund Anticipation Checks INTRODUCTION United Way for Greater Austin (UWATX) is an innovative, impact-driven organization
CONCEPT PAPER: NEW YORK CITY ANNUAL TAX SEASON INITIATIVE
CONCEPT PAPER: NEW YORK CITY ANNUAL TAX SEASON INITIATIVE Release Date: September, 2015 Bill de Blasio, Mayor Julie Menin, Commissioner 1 I. BACKGROUND The Department of Consumer Affairs (DCA) empowers
EMPLOYER GUIDE. Earned Income Tax Credit
EMPLOYER GUIDE Earned Income Tax Credit A COMPREHENSIVE GUIDE TO EDUCATING YOUR EMPLOYEES ABOUT TAX CREDITS AND FEDERAL BENEFITS THEY MAY HAVE EARNED 1 PROMOTING TAX CREDITS AND FEDERAL BENEFITS Did You
Partnering to Deliver Free Tax Services. Stakeholder Partnerships, Education and Communication (SPEC)
Partnering to Deliver Free Tax Services Stakeholder Partnerships, Education and Communication (SPEC) Internal Revenue Service In the IRS, the Wage and Investment (W&I) Division provides tax processing,
Tax Credits Outreach - How to Effectively Market Your Child Care Project
National Women s Law Center Tax Credits Outreach Campaign Toolkit for Advocates 2012 Tax Filing Season Contents How to Use This Toolkit...3 Your Outreach Campaign Cheat Sheet...4 Tools for Your Campaign...5
Refund Anticipation Loans and Refund Anticipation Checks United Way of the Coastal Bend
S E X A T G N I FIL Income Tax Return Preparation Refund Anticipation Loans and Refund Anticipation Checks United Way of the Coastal Bend INTRODUCTION United Way of the Coastal Bend (UWCB) is a nonprofit
The Biggest Tax Benefit Ever
WORKING FOR A BETTER TEXAS SEPTEMBER 2013 I feel that savings bonds are an important part in investing for my children s future. Savings bonds are a riskfree opportunity to gain interest. A Dallas Tax-Time
Virtual VITA: Expanding Free Tax Preparation. Program Insights
Virtual VITA: Expanding Free Tax Preparation Program Insights Virtual VITA: Expanding Free Tax Preparation Program Insights New York City Department of Consumer Affairs Office of Financial Empowerment
IR Best Practice & the Tools Needed to Achieve it
IR Best Practice & the Tools Needed to Achieve it Belgrade March 2011 Andrew Crockett Senior Specialist Corporate Services Thomson Reuters INTRODUCING THOMSON REUTERS We provide intelligent information
How to Start a VITA Site in Your Community Bringing More Dollars Into the Local Economy While Supporting Families
How to Start a VITA Site in Your Community Bringing More Dollars Into the Local Economy While Supporting Families 1 Preface This toolkit was created based on the experience of local practitioners that
Tax Issues for Domestic Violence Survivors: What Advocates Need To Know
Tax Issues for Domestic Violence Survivors: What Advocates Need To Know Can You Hear Us? If you cannot hear us, please dial in now: Dial 1-866-740-1260 Passcode: 5887610 2 Tax Issues for Domestic Violence
Analysis One Code Desc. Transaction Amount. Fiscal Period
Analysis One Code Desc Transaction Amount Fiscal Period 57.63 Oct-12 12.13 Oct-12-38.90 Oct-12-773.00 Oct-12-800.00 Oct-12-187.00 Oct-12-82.00 Oct-12-82.00 Oct-12-110.00 Oct-12-1115.25 Oct-12-71.00 Oct-12-41.00
The office of Federal Student Aid provides grants, loans, and workstudy funds for college or career school.
visited on Page 1 of 5 Menu Home» More Info» About Us The office of Federal Student Aid provides grants, loans, and workstudy funds for college or career school. We offer more than $150 billion each year
Getting Ready. December 2014
Marketplace Coverage & Taxes Getting Ready for Tax Season December 2014 Intr troduction This presentation provides an overview of the connections between Health Insurance Marketplace coverage and Federal
DECEMBER 9, 2014 AGENDA ITEM 9 INFORMATION ITEM SCHOLARSHARE INVESTMENT BOARD. Review of 2015 Marketing Plan for the ScholarShare Plan
DECEMBER 9, 2014 AGENDA ITEM 9 INFORMATION ITEM SCHOLARSHARE INVESTMENT BOARD Review of 2015 Marketing Plan for the ScholarShare Plan Background TIAA-CREF Tuition Financing, Inc., the program manager for
Urban Affairs Committee Briefing Volunteer Income Tax Assistance January 9, 2007
Urban Affairs Committee Briefing Volunteer Income Tax Assistance January 9, 2007 San Antonio Coalition for Family Economic Progress SA Coalition for Family Economic Progress is a five year old public-private
Texas Saves at Tax Time 2011:
900 Lydia Street, Austin, Texas 78702 512.320.0222 T 512.320.0227 F OPPORTUNITYTEXAS.org Texas Saves at Tax Time 2011: Best Practices to Operating a Tax-time Savings Project October 2011 Laura Rosen info@opportunitytexas.org
Financial Wellness and Economic Inclusion
Financial Wellness and Economic Inclusion NPHS Financial Wellness and Economic Inclusion programs work together to assist underserved consumers to access, obtain and build assets that create pathways for
34% 69% 12% 18% 23% 25% PROFILE. ASSeTS & opportunity ProfILe: SAN ANToNIo. KeY HIGHLIGHTS ABOUT THE PROFILE ASSETS & OPPORTUNITY
ASSeTS & opportunity ProfILe: SAN ANToNIo ASSETS & OPPORTUNITY PROFILE KeY HIGHLIGHTS 34% of San Antonio households live in asset poverty Cities have long been thought of as places of opportunity for low-income
Financial Aid: Tips and Information for High School Seniors and Families
Financial Aid: Tips and Information for High School Seniors and Families Myra Baas Smith Executive Director, Financial Aid Services The College Board Questions during today s session Please feel free to
How To Get A Job In Indiana
ARTICLE 6. INDIANA PRESCRIPTION DRUG PROGRAM Rule 1. General Provisions (Repealed) (Repealed by Office of the Secretary of Family and Social Services; filed Feb 28, 2007, 2:41 p.m.: 20070328-IR- Rule 2.
Free tax assistance available at multiple locations in county
Feb. 4, 2014 Free tax assistance available at multiple locations in county SARASOTA COUNTY Free tax aid is available at locations throughout Sarasota County for quick filing of federal individual income
Save Big Bucks On U.S. Savings Bonds At Tax Time
Encouraging Savings: Help Constituents Save at Tax Time Spreading the Word about Buying U.S. Savings Bonds with This Year s Tax Refund Dear Elected Official, Thank you for your interest in the U.S. Savings
Earned Income Tax Credit A Financial Assistance Tool for OCSE Families. Office of Child Support Enforcement WICSEC 2008 San Antonio, TX
Earned Income Tax Credit A Financial Assistance Tool for OCSE Families Office of Child Support Enforcement WICSEC 2008 San Antonio, TX SPEC Mission Statement To assist taxpayers in satisfying their tax
United Way of Hunterdon County June, 2012. Volunteer Income Tax Preparation (VITA) Program Proposal
United Way of Hunterdon County June, 2012 Volunteer Income Tax Preparation (VITA) Program Proposal I EXECUTIVE SUMMARY... 3 II ORGANIZATIONAL BACKGROUND..4 III OBJECTIVES/SCOPE OF WORK..4 IV KEY PERSONNEL...
The Child Tax Credit INTRODUCTION
March 2005 The Child Tax Credit INTRODUCTION The Child Tax Credit (CTC) is a federal tax credit available to provide credit to taxpayers with certain earned income. The credit is first applied to reduce
Montgomery County, MD Department of Health and Human Services. Community Action Agency VITA Partnership
Montgomery County, MD Department of Health and Human Services Community Action Agency VITA Partnership Department of Health & Human Services Community Action Agency (CAA) Founded during the War on Poverty.
TaxSlayer Frequently Asked Questions (FAQs)
TaxSlayer Frequently Asked Questions (FAQs) Background: The VITA/TCE software contract has been awarded to TaxSlayer, LLC. TaxSlayer will be the new software provider for the VITA/TCE Programs beginning
EITC Outreach and Public Awareness
PART III: EITC Outreach and Public Awareness Conducting appropriate outreach activities is often the first step toward a successful EITC campaign. According to experts, approximately 15 to 20 percent of
C E. Check Cashers. Direct Deposit. Identification to Open a Bank Account
M O R F H S CA S K C E CH Check Cashers Direct Deposit Identification to Open a Bank Account INTRODUCTION United Way for Greater Austin (UWATX) is a innovative, impact-driven organization that addresses
Tax Credits for Working Families: Earned Income Tax Credit (EITC) Mary Fairchild, Presenter Caitlin Rossiter, Researcher
Tax Credits for Working Families: Earned Income Tax Credit (EITC) Mary Fairchild, Presenter Caitlin Rossiter, Researcher What is the Federal Earned Income Tax Credit? Enacted in 1975, the federal EITC
COMMUNITY SERVICES DEPARTMENT 70 PINE STREET, BRACEBRIDGE, ONTARIO P1L 1N3
COMMUNITY SERVICES DEPARTMENT 70 PINE STREET, BRACEBRIDGE, ONTARIO P1L 1N3 Telephone (705) 645-2412 Fax (705) 645-4272 1-800-461-4210 (705 area code) www.muskoka.on.ca TO: FROM: Chair and Members Community
TAX ISSUES FOR DOMESTIC VIOLENCE SURVIVORS: WHAT ADVOCATES NEED TO KNOW
Susanna Birdsong, Fellow, NWLC TAX ISSUES FOR DOMESTIC VIOLENCE SURVIVORS: WHAT ADVOCATES NEED TO KNOW Shaina Goodman, Policy Manager, National Resource Center on Domestic Violence Jamie Andree, Attorney,
How to select a tax preparer and FREE tax help options the VITA/TCE Program
JOHN BENSON BUSINESS BRIEF Website: www.jb-ct.com December 2011 4667 USA FEDERAL TAXES //// How to select a tax preparer and FREE tax help options the VITA/TCE Program NEWSLETTER BY: John Benson, December
Fast. Reliable. Worldwide. Tax Refund Prepaid Card Solution For:
Fast. Reliable. Worldwide. Tax Refund Prepaid Card Solution For: Western Union Company Overview A Global Leader in Electronic Money Movement and Money Management Solutions Founded in 1851 2009 Results:
Action Plan Checklist
TOOLKIT FOR PROMOTING DRINKING WATER IN SCHOOLS Action Plan Checklist The seven simple steps to create a water program at your child s school are: Build a team Conduct a drinking water inventory Test the
ACA & the Tax Season
ACA & the Tax Season 2014 Assets Learning Conference Tara Straw September 17, 2014 Reporting Coverage on the Form 1040 2 There is a requirement to have health insurance coverage starting Jan. 1, 2014.
FAFSA NIGHTS. Site Coordinator SITE COORDINATOR TOOLKIT 2015. Free Application for Federal Student Aid
FAFSA NIGHTS Free Application for Federal Student Aid SITE COORDINATOR Site Coordinator TOOLKIT 2015 TOOLKIT 2013 Table of Contents Calendar. 2 Free Tax Assist.... 3-4 Tools for Counselors.. 5 FAFSA Night
Oregon s Experience Accepting Online Credit and Debit Payments
Oregon s Experience Accepting Online Credit and Debit Payments Statistical Charts and Examples Page 1 of 8 How Oregon s Case Validation Works Semi-Technical Speak As part of their process, a vendor using
Change Management Plan June 2013
Change Management Plan June 2013 Agenda Change Management by Phase Change Management Plan Department Readiness Training All Campus Communications Post-Implementation Support Resources 2 High Level Change
RETURN PREPARATION: Require the IRS to Provide Return Preparation to Taxpayers in Taxpayer Assistance Centers and Via Virtual Service Delivery
LR #3 RETURN PREPARATION: Require the IRS to Provide Return Preparation to Taxpayers in Taxpayer Assistance Centers and Via Virtual Service Delivery PROBLEM Beginning in the 2014 filing season, the IRS
Highlights of Two Workshops on Financial Capability in the Workplace
Highlights of Two Workshops on Financial Capability in the Workplace Lucy Gorham October 22, 2014 Promoting Financial Capability in NC: Report from the Assets Learning Conference Supported by JP Morgan
Leadership Effectiveness Survey
Survey Product Overview - Survey (LES) The Survey (LES) is a 360 multi-rater feedback process providing experienced professionals with an opportunity to receive feedback on their job performance from the
NY State of Health The Official Health Plan Marketplace New York Library Association August 29, 2013
NY State of Health The Official Health Plan Marketplace New York Library Association August 29, 2013 Kyle Kotary Director, External Affairs, Outreach & Marketing krk02@health.state.ny.us View the NY State
VITA Field Survey Summary September 2014
VITA Field Survey Summary September 2014 The recently elected IRS VITA Communication Panel was asked to get a reading on the impact of the decrease in IRS walk-in services at Taxpayer Assistance Centers
PREDATORY TAX-TIME LOANS STRIP $324 MILLION FROM NEW YORK CITY S POOREST COMMUNITIES. An Analysis of Tax Refund Anticipation Lending in NYC 2002 2005
PREDATORY TAX-TIME LOANS STRIP $324 MILLION FROM NEW YORK CITY S POOREST COMMUNITIES An Analysis of Tax Refund Anticipation Lending in NYC 2002 2005 New Economy Project (formerly NEDAP) January 2007 Copyright
Consumer Advocate Tax Summit. Thomas H. Mattox Commissioner, New York State Department of Taxation and Finance
Consumer Advocate Tax Summit Thomas H. Mattox Commissioner, New York State Department of Taxation and Finance Agenda Congratulations Advocacy feedback produces results New for 2014 tax filing season Customer
POLICY BRIEF. Volunteer Income Tax Assistance A Proven Path Toward Financial Security
POLICY BRIEF Volunteer Income Tax Assistance A Proven Path Toward Financial Security October 2011 The National Community Tax Coalition would like to acknowledge the Rockefeller Foundation for their generous
STATE AND LOCAL SUPPORT FOR EARNED INCOME TAX CREDIT (EITC) CAMPAIGNS
STATE AND LOCAL SUPPORT FOR EARNED INCOME TAX CREDIT (EITC) CAMPAIGNS Prepared for the Annie E. Casey Foundation by Sarah Torian March 2006 The Earned Income Tax Credit (EITC) offers an opportunity to
Affordable Care Act Toolkit for Nonprofit Allies
Affordable Care Act Toolkit for Nonprofit Allies We prepared this toolkit of materials for you to consider including as you craft your messages about health care reform and how the Affordable Care Act
Auto enrolment on auto pilot.
Auto enrolment on auto pilot. The pain free auto enrolment system for businesses from True Potential Investor. It s fast, free and almost runs itself. True Potential is, and always has been, a company
National Association of Black Accountants, Inc. Student Chapter Recognition (SCR)
National Association of Black Accountants, Inc. Student Chapter Recognition (SCR) The CHAPTER RECOGNITION PROGRAM highlights achievement and chapter compliance and effectiveness. The Chapter Recognition
Sales Division Webinar #11
1 Sales Division Webinar #11 ALL SALES CHANNELS Wednesday, February 25, 2015 10 a.m. to 11 a.m. 2 Webinar Housekeeping This webinar and all related material will be posted to: www.coveredca.com/agents
MONEY MATTERS. Put money back in your pocket with the Earned Income Tax Credit Learn how inside!
MONEY MATTERS Put money back in your pocket with the Earned Income Tax Credit Learn how inside! Citi and our community partners across the country support many of the 26 million Americans that received
Add It Up For Families North Philadelphia Head Start Dawn Nock. The Big Pay Back! Is Here
Add It Up For Families North Philadelphia Head Start Dawn Nock The Big Pay Back! Is Here North Philadelphia Head Start Add It Up For Families Inaugurated Fall of 2007 Governor Edward G. Rendell Acting
Organize a Community Forum Contents
Organize a Community Forum Contents Getting Started... 2 What is a community forum?... 2 Why hold a community forum?... 2 What would our community forum look like?... 2 Beginning to Plan... 2 Find people
GORRONDONA SCHOLARSHIP: Promoting Young Women in Transportation
Women s Transportation Seminar (WTS) is an international organization of transportation professionals with more than 5,000 members both women and men who are committed to excellence in the transportation
Re: Payments, invoices and other Healthplanfinder financial topics Frequently Asked Questions (FAQs) Week of Dec. 9, 2013
Re: Payments, invoices and other Healthplanfinder financial topics Frequently Asked Questions (FAQs) Week of Dec. 9, 2013 Background: The deadline for electronic payment to Washington Healthplanfinder
EITC. Earned Income Tax Credit. How to Use the Tax Credit to Build Assets. Mapping Your Path to Work
EITC Mapping Your Path to Work Answers To Your Work Questions From New York Makes Work Pay Earned Income Tax Credit How to Use the Tax Credit to Build Assets w w w. N Y M A K E S W O R K P A Y. o r g In
EITC Campaigns in Cities Across the Nation
CITY PROFILES EITC Campaigns in Cities Across the Nation REPORT FOR THE ANNIE E. CASEY FOUNDATION By Megan Volger (USCM Intern) Earned Income Tax Credit The Earned Income Tax Credit (EITC) is a tax credit
Community Impact in Action Creating Assets, Savings & Hope (C.A.S.H.), United Way of Greater Rochester (UWGR), Rochester, NY (Metro 1C)
Community Impact in Action Creating Assets, Savings & Hope (C.A.S.H.), United Way of Greater Rochester (UWGR), Rochester, NY (Metro 1C) what matters. Initiative Name and Year Established: Creating Assets,
14-Dec-15. Number Amount Number Amount Number Amount Number Amount Number Amount
14-Dec-15 and Number of Qualifying Children, 2013 Returns with no Returns with one Returns with two Returns with three or Size of AGI qualifying children qualifying child qualifying children more qualifying
Corporate Support Program
Corporate Support Program December 2011 The Audience Established 30 years ago, the Rocky Mountain Governmental Purchasing Association (RMGPA) is a diverse, nonprofit organization whose membership includes
F r e q u e n t l y A s k e d Q u e s t i o n s
F r e q u e n t l y A s k e d Q u e s t i o n s 1. General SDF Info What is the contact info for SDF? All mail should be sent to: Southern Documentary Fund 762 Ninth St #574 Durham, NC 27705 The SDF office
REQUEST FOR QUALIFICATIONS for. Financial Institutions. $aveusa (a tax-time savings program) in
REQUEST FOR QUALIFICATIONS for Financial Institutions $aveusa (a tax-time savings program) in New York City, NY; Newark, NJ; San Antonio, TX; Tulsa, OK; and Savannah GA The Mayor s Fund to Advance New
Managing & Enabling Change
Managing & Enabling Managing & Enabling Experienced people, processes and methodologies that can guide you through change are critical to your business success SMS has partnered with Prosci to change enable
Self-Sufficiency on the Westside of Chicago, Illinois
September 2009 rev 9.17 Self-Sufficiency on the Westside of Chicago, Illinois The struggles facing many Illinois families today did not begin with the current economic crisis. Economic security has been
Community Development Research Brief. The Earned Income Tax Credit in the 12 th District
Community Development Research Brief The Earned Income Tax Credit in the 12 th District Federal Reserve Bank of San Francisco Matthew Soursourian May 2011 INTRODUCTION Within the Federal Reserve s 12 th
Personal Development Plan. For. Date
Personal Development Plan For 1 Personal Development Plan This is the personal development plan for made on this the day of, 20. Life Purpose/Vision/Identity Statement Describe your high level vision Dreams
Promotional Guide 11
Promotional Guide 11 PROMOTE! PROMOTE! PROMOTE! Promotional Guide Promotion plays a vital role in the success of the class! From posters and videos to word of mouth, you must get the word out! Don t forget
Engaging your employees in healthy behaviors delivering proven results.
Engaging your employees in healthy behaviors delivering proven results. Healthy Benefits Employer Implementation Guide Dear Purchaser, Welcome to Healthy Benefits from JourneyWell! Congratulations on taking
Financial Literacy on Taxes
Financial Literacy on Taxes Michelle Duchowny Outreach Specialist, Office of the Taxpayer Rights Advocate Agenda 1. Why do we pay taxes? 2. Forms to complete for your employer 3. What s a W-2 or a 1099-MISC?
Report on the Virginia Community Action Partnership Earned Income Tax Credit Initiative Virginia CASH Campaign. December 1, 2014
December 1, 2014 TO: The Honorable Terence R. McAuliffe and The Honorable S. Chris Jones, Chairman House Appropriations Committee and The Honorable Charles J. Colgan, Co-Chairman The Honorable Walter A.
Client Questionairre. Website Design Checklist
Client Questionairre Website Design Checklist Every website design project begins with a plan! We ve created this to help you define your requirements, preferences, and resources. When you put the plan
FLEX-PAY CLIENTS AND AFFORDABLE CARE ACT SOLUTIONS KEY POINTS OF THE ACT
FLEX-PAY CLIENTS AND AFFORDABLE CARE ACT SOLUTIONS KEY POINTS OF THE ACT Flex-Pay Payroll Services 723 Coliseum Drive, Suite 200 Winston-Salem NC 27106 336-773-0128 KEY POINTS FOR CLIENTS AND THE ACA Classifying
Federally Facilitated Marketplace Eligibility & Enrollment Learning Collaborative
Federally Facilitated Marketplace Eligibility & Enrollment Learning Collaborative Marketplace Consumer Assistance: Approaches to Program Sustainability January 7, 2015 12-1pm ET URL: https://manatt.webex.com/manatt/onstage/g.php?mtid=e462fc8aa18076ecd09afa12b9f9c4b74
Table of Contents. Money Smart for Adults Curriculum Page 2 of 21
Table of Contents Checking In... 3 Pre-Test... 4 What Is Credit?... 6 Collateral... 6 Types of Loans... 7 Activity 1: Which Loan Is Best?... 8 The Cost of Credit... 9 Activity 2: Borrowing Money Responsibly...
New Study Finds EITC Non-Claimant Rate Likely Double IRS Estimate
Department of Social Work School of Urban Affairs and Public Policy 226 McCord Hall Memphis, TN 28152 Phone: 901-678-2616 Fax: 901-678-2981 For Immediate Release: April 5, 2013 For More Information: Elena
Mary Dupont, Director of Financial Empowerment State of Delaware, DE Dept. of Health and Social Services mary.dupont@state.de.
Mary Dupont, Director of Financial Empowerment State of Delaware, DE Dept. of Health and Social Services mary.dupont@state.de.us 302-255-9245 http://www.youtube.com/watch?v=jrktcvurow8 www.standbymede.org
IRS changes Competitive Analysis of the Industry Explanation of Federal Direct products Prepaid Debit Cards Aspects of Tax Cash Now Loan Product How
IRS changes Competitive Analysis of the Industry Explanation of Federal Direct products Prepaid Debit Cards Aspects of Tax Cash Now Loan Product How to market the Tax Cash Now Loan Question & Answer 2010
HOW GRANT THOU ART? Grant Administration Process
HOW GRANT THOU ART? Pre Application Authorization Post Administration More Grants, Grant $s and Awareness Grant Administration Process Owens Community College Summer 2007 GRANTS ADMINISTRATION PROCESS
myra (my Retirement Account) A New Way to Start Saving for Retirement
myra (my Retirement Account) A New Way to Start Saving for Retirement Today s agenda Retirement savings challenges myra as a solution What is myra? Who is myra for? Getting involved with myra 2 Millions
Change Management Job Description
Prosci change management webinar Change Management Job Description The slides, PDF file of the slides, the one page checklist and the contained content are designed for use with participation in the webinar.
NCA ALL-STAR NATIONAL CHAMPIONSHIP Kay Bailey Hutchison Convention Center Dallas, TX Feb. 19-21, 2016
INCLUDED IN YOUR REGISTRATION Commemorative Gift Admission into all performances Hospitality Room with free chair massages, snacks and drinks (coaches only) ITINERARY FRIDAY, FEBRUARY 19 CHAMPIONSHIP CHECK-IN
EKS is a coalition of over 200 organizations including community organizations, local government agencies, businesses, churches and many others
2014 TAX SEASON EKS is a coalition of over 200 organizations including community organizations, local government agencies, businesses, churches and many others The EKS Coalition provides free tax preparation
NJ CUPA HR The Affordable Care Act & Its Implication for Employers April 4, 2014
NJ CUPA HR The Affordable Care Act & Its Implication for Employers April 4, 2014 About NJBIA Represents 21,000 companies of all sizes and types, which employ over 1 million workers in the State. Advocate
How To Use Your Tax Return To Boost College Savings Wednesday Webinar February 2014 Hosted By Jessica Whittier
How To Use Your Tax Return To Boost College Savings Wednesday Webinar February 2014 Hosted By Jessica Whittier Copyright 2013 Finance Authority of Maine The Case For Saving You Tax Return Ways To Save
CFPB Update: Regulatory and Enforcement Developments
CFPB Update: Regulatory and Enforcement Developments December 16, 2014, 12:30 1:30 pm ET American Law Institute Webinar Jonathan L. Pompan Alexandra Megaris 1 Agenda Supervision and Examinations What is
FACE TO FACE AND ONLINE TRAINING PROGRAM 2016 COURSE SCHEDULE AND OVERVIEW
FACE TO FACE AND ONLINE TRAINING PROGRAM 2016 COURSE SCHEDULE AND OVERVIEW COURSE SCHEDULE FOR SOLICITORS FOR SUPPORT STAFF FACE TO FACE ONLINE DURATION COST DATES COMMERCIAL LAW PROCEDURES This one day
AT&T Global Network Client for Windows Product Support Matrix January 29, 2015
AT&T Global Network Client for Windows Product Support Matrix January 29, 2015 Product Support Matrix Following is the Product Support Matrix for the AT&T Global Network Client. See the AT&T Global Network
Marketing/Outreach Budget. June 5 2014
Marketing/Outreach Budget June 5 2014 Goals Increase brand awareness statewide Drive enrollments (targeted outreach to eligible customers) Implement effective customer retention campaign Increase accurate
10 Promising Tax Savings At Home
August 2015 Increasing saving at tax time and promising practices for the field The CFPB Office of Financial Empowerment Executive summary Thirty-four percent of all adult consumers in the United States