Workshop Materials

7 June Workshop Materials

Copies of conference workshop materials for Tuesday, June 7.

8 June Workshop Materials

Copies of conference workshop materials for Wednesday, June 8.

9 June Workshops Materials

Copies of conference workshop materials for Thursday, June 9.

Schedule C - Barbara Delbene

 

Schedule C test - VITA

 

Schedule C test answers 2010

 

Schedule C Pilot Design.pdf

 

Taxes and recordkeeping - Barbara Delbene

 

MoneyWise Prepaid Debit Card - Western Union: slides version

 

Financial Capability & Inclusion Strategies - Collins

 

CFS Issue Brief 2011-6.1

 

Untapped Potential - Yednock slides version

 

The Schedule C VITA Pilot Demonstration - CFED slides version

 

Best Practices for Comprehensive Quality

 

DC EITC Tax Site Flow Chart

 

Join a Working Group

 

Tulsa Tax Site Flow Chart

 

$aveNYC and The Saver’s Bonus - Black and Cramer

 

Assets_Agenda_2011.pdf

 

Saver's Bonus - Cramer

 

Asset Platform - Aspen Institute slide version

 

The Year Round Tax Season slides version

 

Prize-Linked Savings

 

IRS Grant Program slides version

 

Coordinator “Bootcamp” and Beyond slides version

 

Collaborate, Investigate, and Evaluate -Jones and Panday slides version

 

Harnessing the Power of the Media - Jos Linn slides version

 

Handout - Writing an LTE - Jos Linn

 

ITINs & Certifying Acceptance Agents - Gonzalez, Hales, Ullmann slide version

 

Immigration Myth & Facts

 

CCA 200126830

 

Impact of the Undocumented Workforce

 

Tax Contributions by Unauthorized Immigrants

 

Unauthorized Immigrants and Their U.S.-Born Children

 

SPEC 2012 Filing Season Primer slides version

 

2011 FS TaxWise Summary - VITA

 

TaxWise Desktop Clinic - Manuel & Gilstrap slides version

 

Schedule C Phone Screening Form - St Marys U

 

AnnountAbility Minnesota Daycare Tax Organizer

 

Childcare Manual Taxes and Recordkeeping

 

Just Harvest Checklist

 

Overview of the Financial Aid U Initiative - CEP slides version

 

Guess Who’s Coming to Tax Sites? - Holt slides version

 

Native Tax Sites - Ree, Ruppel, Schramm slides version

 

Meeting with Members of Congress - Handout

 

Results Action Network Participation Form

 

An Advocacy Toolkit for Community Tax Prep - McKinney, Porter-Webb, Rothstein slide version

 

Power of One in Three

 

NCTC Conference Chicago Fin Ed Disabilities- Hartnett, Roush, Gorham, Dill slide version

 

Building Future Thru High Schools - slides version

 

Expanding Support to VITA Clients slide version

 

Financial Services at Tax Time slides version

 

5 marketing must dos slides version

 

WOW - Basic Economic Security Tables for the US slides version

 

BESTIndexforTheUnitedStates2010.pdf

 

Sustaining VITA in Changing Political Times slides version

 

TaxWise Online Clinic slide version

 

2011 Daycare Provider Planning Guide - Accounting Aid Society

 

Schedule C Program for Small Business Owners - St Mary U

 

Schedule C Program Intake Document - St Mary U

 

St Mary U Folder Organization

 

AccessibleTax Sites slide version

 

Taking Volunteer Recruitment to Next Level slide version

 

AFI Overview slides version

 

AFI Overview handout version

 

AFI App Packet 2011

 

AFI Fact Sheet

 

Umpqua Community Development Corporation Sucess Story - AFI

 

Incentivizing Savings at Tax-Time - Lindsay

 

Nonprofit VOTE - Hodel slide version

 

Nonprofit VOTE Guide to Voter Registration

 

Nonprofit VOTE starter kit

 

Untapped Potential -Bridges slide version

 

Untapped Potential -Bridges handout version

 

ITIN Presentation - Brenda Hales slide version

 

Rising to the Occasion - Linn, Lowe slide version

 

Express Credit Union - slides version

 

Mistakes to Success:Learning and Adapting When Things Go Wrong - Giloth

 

Ten Years of the EITC Movement - Holt

 

Federal and State Policy - Johnson

 

Taxing the Poor - O'Brien

 

Tax Time Account Pilot - Pippin slide version

 

Rural Retirement Project - Wiser

 

Savers Tax Credit Presentation - EARN

 

Retirement Savings at Tax Time - D2D Fund.pdf

 

Retirement Savings At Tax Time - The Financial Clinic

 

Financial Education for Persons with Disabilities - El Paso Affordable Housing

 

Strategies on Offering Financial Education to Persons with Disabilities - Roush

 

Periodic Payment of the EITC - Holt

 

ITIN’s, Immigrants, & Certifying Acceptance Agents - Ullmann

 

VITA Scope Expansion - Delbene, Fuller

 

Practice Meets Policy - SETI

 

Practice Meets Policy - Fuller

 

VITA Grant Program slides version

 

Nonpartisan Voter Engagement - Nonprofit VOTE

 

MOU for Savers Clubs at Credit Unions

 

Tech Instructions for Counting Volunteers

 

Saving Is Hard, Bonds Make it Easy - D2D Fund

 

Measuring Economic Security in the US - Unrath

 

Outcome Measures Notes