Podcasts about volunteer income tax assistance vita

Volunteer Income Tax Assistance (VITA) is a free service for seniors and other eligible taxpayers, where volunteers from various fields help individuals with the preparation of state and federal income tax forms. We spoke with Heidi Newhaus, Volunteer Center Director for the United Way of the Capitol Region about the “Money in Your Pocket” initiative.Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

In this NGPF Podcast episode, Tim speaks with Chris Van Duin, a high school teacher who has integrated the Volunteer Income Tax Assistance (VITA) program into his accounting and personal finance classes. Chris discusses how his students prepare real tax returns for local families, providing them with hands-on financial experience while supporting the community. He shares the positive impact the program has had on both students and families, emphasizing the development of responsibility, communication, and compassion. This episode offers valuable insights for educators looking to create meaningful, community-based financial literacy opportunities.

In today's episode, I'm going over the IRS benefits for those affected by federally declared disasters and highlighting the automatic qualification for disaster relief, including filing and payment extensions, and the option to file an amended return.   Join me to learn about the various IRS tax benefits and relief measures available to you if you're ever impacted by a federally declared disaster.   Also mentioned in today's episode:    Casualty losses and amended returns 7:55 Disaster declaration numbers and deadline extensions 11:53 Non-taxable disaster relief payments 15:44   If you enjoyed this episode, please rate, review and share it!  Links:   tax return preparation options Eligible individuals or families can get free help preparing their tax return at Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) sites. To find the closest free tax help site, use the VITA Locator Tool or call 800-906-9887. Note that normally, VITA sites cannot help claim disaster losses. To find an AARP Tax-Aide site, use the AARP Site Locator Tool or call 888-227-7669. Any individual or family whose adjusted gross income (AGI) was $79,000 or less in 2023 can use IRS Free File's Guided Tax Software at no cost. There are products in English and Spanish. Another Free File option is Free File Fillable Forms. These are electronic federal tax forms, equivalent to a paper 1040 and are designed for taxpayers who are comfortable filling out IRS tax forms. Anyone, regardless of income, can use this option. MilTax, a Department of Defense program, offers free return preparation software and electronic filing for federal tax returns and up to three state income tax returns. It's available for all military members and some veterans, with no income limit. Ways to help WNC Relief efforts: 1. Emergency Relief Fund Grants for Artists 2. The WNC Strong: Rebuilding Together Grant for grant aid to help local WNC businesses survive and rebuild 3. The Sunlight Tax Paypal mutual aid fund. 100% of donations will be given to people I know and love and who need it 4. Love Asheville from Afar: links to WNC businesses that have inventory and would love your support. Please consider Asheville and WNC businesses as you send gifts this fall and for the holidays.        

The IRS's Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs are currently recruiting volunteers for the upcoming filing season. Each year, thousands of volunteers help their community and gain invaluable professional experience. Volunteers often include students, tax professionals, retirees, and those looking to help their community. VITA/TCE sites can be found nationwide and prepare millions of tax returns each year for low-to moderate-income taxpayers at no cost. The free tax program is generally available for individuals and families with low to moderate incomes and help underserved populations such as persons with disabilities, limited English speakers,...Article Link

[DONATE to NMCAA] Hosts Erica Austin and Ryan Buck introduce a discussion focused on the Volunteer Income Tax Assistance (VITA) program, which helps people file taxes and has contributed nearly $7 million back to the local economy. The VITA program, run by NMCAA and staffed by IRS-certified volunteers, is essential in assisting low to middle-income individuals with their tax filings. They introduce guests Karen Leppeck, a quality reviewer and site coordinator, and Larry Winters, a long-time tax program volunteer, who discuss their roles, the importance of VITA, and how it supports the community. They also mention fun tax facts and discuss the importance of personal connections in providing tax assistance. The segment highlights the dedication of volunteers in helping community members, especially those unfamiliar with tax processes, and touches on upcoming deadlines, like the home heating credit, for which they provide assistance.

How do abusers exploit the tax system to further control their victims? In this episode, we're joined by Nancy Rosner, an esteemed attorney and executive director of the Community Tax Law Project, to uncover the chilling tactics used in financial manipulation through taxes during and after separations, divorces, and custody battles. Nancy sheds light on fraudulent activities such as falsely claiming dependents, filing deceitful joint returns, and misusing personal information. She offers actionable strategies for victims, emphasizing the importance of filing paper returns and meticulously keeping records.Navigating the perilous landscape of financial abuse post-separation requires constant vigilance. Abusers often take advantage of personal information to open unauthorized businesses or take out loans, leading to severe tax and financial consequences for the victims. We discuss practical measures to safeguard against these threats, such as utilizing the IP PIN program and regularly checking credit reports from major agencies like Experian, TransUnion, and Equifax. We highlight the risks of filing joint tax returns with an abusive spouse, along with essential tips to monitor and protect one's financial health.Divorce brings its own set of tax complications, especially when one party signs tax returns under duress or without full understanding. Nancy delves into joint liability for tax debts and explores relief options like "innocent spouse relief." The importance of consulting with tax attorneys and coordinating with family lawyers during divorce proceedings is stressed, particularly in cases involving shared businesses or significant debts. We also highlight free tax filing resources like the new IRS direct file program and the Volunteer Income Tax Assistance (VITA) program, offering crucial support for individuals, especially those emerging from abusive relationships. Tune in for these critical insights and empower yourself with knowledge to navigate these taxing challenges.

In this edition of What's What BR, Brandon interviews George Bell, the President and CEO of Capital Area United Way, about his role and the impact of the organization on the Baton Rouge community. Bell shares insights from his transition from a 30-year career in healthcare to leading a major nonprofit, emphasizing the United Way's commitment to addressing social needs and improving lives across a 10-parish area. The organization's projects, including a focus on the ALICE report and investment in community programs, are highlighted along with the critical role of volunteers and the importance of the 211 service for connecting individuals with resources. Bell also discusses the significance of financial stewardship, the impact of the pandemic on service delivery, and future plans for United Way, including celebrating its 100th anniversary with a significant fundraising campaign. 00:00 Introduction to George Bell and the Capital Area United Way 00:55 A Day in the Life of George Bell: Impact and Mission 03:21 Transition from Healthcare to Community Impact 04:20 Addressing Social Determinants of Health 05:54 The Role of Nonprofits in Community Support 07:28 Leveraging Data for Community Investment 12:20 Expanding Support Through Innovative Programs 25:22 The Power of Volunteer Income Tax Assistance (VITA) 32:06 Looking Ahead: Preparing for a Century of Service

This Day in Legal History: Biological Weapons Convention Goes into Force This day in legal history, March 26, 1975, marked a seminal moment in the global effort to curtail the proliferation of some of the most dangerous weapons known to humanity. The Convention on the Prohibition of the Development, Production and Stockpiling of Bacteriological (Biological) and Toxin Weapons and on their Destruction, more commonly known as the Biological Weapons Convention (BWC), officially went into force. This landmark treaty represented the first multilateral disarmament agreement banning an entire category of weapons of mass destruction. As of today, 162 countries have joined the Convention, committing themselves to a world free of biological threats by agreeing never to "develop, produce, stockpile or otherwise acquire or retain" biological weapons.The Convention not only prohibits the development and stockpiling of biological and toxin weapons but also mandates the destruction of any existing stockpiles, thereby setting a precedent for future disarmament treaties. Despite the widespread support, some signatory nations have maintained the right to possess certain biological agents and toxins for "prophylactic" purposes, a stipulation that underscores the complexities involved in the treaty's implementation and verification.Over the years, the BWC has faced challenges, including accusations of non-compliance and the difficulty of ensuring verification without an official monitoring body. Nonetheless, the Convention remains a critical component of the international security architecture, reflecting the global consensus against the use of disease as a weapon. On this anniversary, the international community continues to grapple with evolving threats in the realm of biological warfare, making the principles enshrined in the BWC as relevant as ever. As we reflect on the progress made since 1975, the ongoing commitment of signatory nations to the Convention's objectives is crucial for addressing contemporary and future biosecurity challenges.Julian Assange, the founder of WikiLeaks, has been granted a temporary reprieve from extradition to the United States by London's High Court. This decision came after the court required the U.S. to assure that Assange would not face the death penalty if extradited. Assange is wanted in the U.S. on 18 counts, primarily under the Espionage Act, related to WikiLeaks' publication of confidential military and diplomatic documents. His legal battle in English courts has spanned over 13 years, with his lawyers recently challenging the UK's approval of his extradition. The High Court ruled that Assange could have a successful appeal based on several grounds, including the risk of being charged with a capital offense like treason in the future, despite current charges not carrying the death penalty.The court highlighted concerns, notably a past comment by former U.S. President Donald Trump suggesting the death penalty for WikiLeaks' activities, as indicative of the potential risks Assange faces. As a result, the U.S. has been given until April 16 to provide the necessary assurances, delaying Assange's extradition and scheduling a further hearing for May 20. Stella Assange, Julian's wife, praised the decision, calling for the Biden administration to drop the case altogether, which she deemed "shameful." While the court rejected Assange's appeal on claims of political motivation and unfair trial fears, his supporters continue to view him as a journalistic figure persecuted for exposing U.S. misconduct, despite U.S. authorities arguing his actions endangered lives by recklessly publishing sensitive information.Julian Assange wins temporary reprieve from extradition to US | ReutersRepublican donors rallied behind former U.S. President and presidential candidate Donald Trump to aid in funding the bond required for a $454 million civil fraud judgment against him. Before securing a reduction in the bond amount to $175 million, Trump faced the challenge of raising the full amount to avoid the seizure of his properties. Among the benefactors were billionaire hedge fund founder John Paulson and oil magnate Harold Hamm, although their exact contributions and the total amount raised were not disclosed. Also not disclosed, what they hoped to receive in return for bailing out the former president. Trump's legal battle centers on accusations of fraudulently inflating his net worth to obtain better terms for loans and insurance. Despite claims from Trump's campaign that there was no coordinated fundraising effort and assertions of possessing sufficient funds to cover the judgment, reports surfaced of significant offers from donors, including one who proposed over $10 million towards the bond. Following a court decision allowing for a smaller bond, Trump confirmed his capability to meet the requirement promptly, emphasizing his readiness to post the necessary cash, bonds, or securities.This situation underscores Trump's enduring support among wealthy allies as he navigates financial pressures from legal judgments and campaign expenses ahead of the November presidential election against Democrat Joe Biden. Notably, both Paulson and Hamm are actively involved in fundraising efforts for Trump's campaign, highlighting the complex role of big-money contributions in the political landscape. Additionally, Trump has hinted at considering Paulson for the Treasury Secretary position if reelected.The saga of funding Trump's bond raises questions about transparency and the potential for scrutiny from election regulators or federal prosecutors, given the limits on campaign contributions and the broad definition of political donations. The difficulty in securing a surety company for the original bond and the implications of asset seizure by the New York Attorney General add layers of complexity to Trump's ongoing legal and financial challenges.Billionaires sought to help fund Trump bond in civil fraud case, sources say | ReutersAndreas Bechtolsheim, the founder and former chairman of Arista Networks, has settled insider trading charges with the U.S. Securities and Exchange Commission (SEC) by agreeing to pay a civil penalty of nearly $1 million. The settlement, which Bechtolsheim has entered without either admitting or denying the SEC's allegations, also includes a significant restriction on his future professional engagements. Specifically, Bechtolsheim will be barred from serving as an officer or director of any public company for the next five years, as detailed in the SEC's official statement. This resolution addresses the SEC's concerns regarding Bechtolsheim's conduct related to insider trading, marking the conclusion of the regulatory scrutiny he faced. The underlying alleged misconduct involved trading on Cisco's offer to purchase Acacia Communications in 2019. The agreement underscores the SEC's continued efforts to enforce securities laws and maintain fair trading practices within the U.S. financial markets.Former Arista Networks chairman settles insider trading charges, US SEC says | ReutersSun Founder Bechtolsheim Insider-Traded on Tech Deal, SEC Claims - BloombergIn my column this week, I delve into the expanding landscape of digital government services and the imperative it places on the government to ensure universal broadband access, particularly for individuals with lower income.The IRS Direct File pilot program represents a significant step towards offering a free, government-run electronic filing system to the public, aiming to address the long-standing demand fueled by the limitations and costs associated with for-profit tax preparation software. This initiative, however, faces considerable hurdles, notably in ensuring equitable broadband access, especially in rural areas, and the widespread availability of internet-capable devices. It also highlights the critical role of public libraries and their staff in facilitating access to digital tax services, underpinning the broader challenge of digital inclusivity and equity.As the success of Direct File is contingent upon robust and equitable internet access, the urgency to bridge the digital divide is accentuated, with a particular emphasis on innovative solutions and increased funding to enhance broadband connectivity. This includes exploring short-term alternatives such as subsidized satellite internet and bolstering public library resources to serve as pivotal access points for digital tax services.Despite nearly universal ownership of computers or smartphones in U.S. homes, disparities persist in broadband access across different demographic and regional groups, with a notable divide along age and racial lines, as well as significant gaps in rural areas and on American Tribal lands. These disparities underscore the challenges some individuals may face in accessing the Direct File portal, despite its mobile-friendly design.Further, the expiration and depletion of funding for the Affordable Connectivity Program in the coming months may kick as many as 23 million households offline–these households, as you might imagine, trend towards lower income. The very groups for which Direct File can provide the most benefit. In light of this, the importance of public libraries as access points for the internet and tax assistance cannot be overstated, with the Volunteer Income Tax Assistance (VITA) program poised to play a crucial role in expanding Direct File's reach. However, the reliance on library resources and staff underscores the need for targeted training and increased support for VITA volunteers, ensuring they are equipped to assist taxpayers with Direct File and other digital government services.Looking ahead, the expansion of government digital services, like Direct File, highlights the necessity of not only making these services accessible but ensuring equitable internet access to prevent digital exclusion. As the government moves more services online, it is imperative to address the digital divide and ensure that all individuals, regardless of their socioeconomic status or geographic location, can benefit from these advancements.IRS Direct File Should Ignite Push for Universal Internet Access Get full access to Minimum Competence - Daily Legal News Podcast at www.minimumcomp.com/subscribe

Kevin Dixon is the Assistant Director for Working Families Tax Credit (WFTC). WFTC is a program administered by the Washington State Department of Revenue that helps low-to-moderate income workers and their families receive money b ack on sales taxes already paid.Those eligible may be able to get free help filing their taxes with the help various programs with trained volunteers to assist in completing and filing a basic Federal Income Tax as well as claiming the Working Families Tax Credit.  Community-based organizations have partnered with the Department of Revenue and the Department of Commerce to provide local assistance and raise awareness about the Working Families Tax Credit. They can provide education and help with filling out applications. Find an organization near you. The Department of Revenue is working on other resources to help applicants. This includes software vendors and Volunteer Income Tax Assistance (VITA) sites. You may also search www.wa211.org or call 2-1-1 to find a free resource near you to help with your taxes.  Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kevin Dixon is the Assistant Director for Working Families Tax Credit (WFTC). WFTC is a program administered by the Washington State Department of Revenue that helps low-to-moderate income workers and their families receive money b ack on sales taxes already paid. Those eligible may be able to get free help filing their taxes with the help various programs with trained volunteers to assist in completing and filing a basic Federal Income Tax as well as claiming the Working Families Tax Credit.   Community-based organizations have partnered with the Department of Revenue and the Department of Commerce to provide local assistance and raise awareness about the Working Families Tax Credit. They can provide education and help with filling out applications. Find an organization near you.  The Department of Revenue is working on other resources to help applicants. This includes software vendors and Volunteer Income Tax Assistance (VITA) sites. You may also search www.wa211.org or call 2-1-1 to find a free resource near you to help with your taxes. 

Jim Field visits with Cass County Extension Director Kate Olson about the tax help available through the Volunteer Income Tax Assistance (VITA) program.

Put more money in your pocket this tax season, and help your neighbors file their taxes for free! Today we're talking with Cody Carver, Director of Community Initiatives and Investments at United Way of Greenville County, about the Volunteer Income Tax Assistance (VITA) program and how it offers free tax preparation help to those who qualify. Find out if you're eligible, what documents you'll need, and how to schedule your appointment. We'll also hear from Cody about the tremendous difference VITA volunteers make in our community and how you can get started volunteering. Links: United Way Greenville County MyFreeTaxes.com SC 211 _ Produced by Podcast Studio X. Simple Civics: Greenville County is a project of Greater Good Greenville. Support Simple Civics with a tax-deductible contribution.

One of the biggest changes for your tax return hasn't happened yet. Congress is still mulling over a child tax credit that could very well send more money back to families and would apply retroactively to 2023 returns. Although more modest than the 2021 credit tied to pandemic relief, the Center on Budget and Policy Priorities says Native American families will be among the groups that would benefit most. We'll discuss child credits and help clear up the confusion that comes with every federal income tax season. GUESTS Sunny Guillory (Standing Rock Sioux), financial literacy coordinator at Northwest Indian College and Volunteer Income Tax Assistance (VITA) site coordinator Luella Brien (Apsáalooke), volunteer tax preparer since 2016 through the Chief Dull Knife College Extension Office's VITA program Christi Climbingbear (Kiowa), treasury analyst in the Treasury division at the Eastern Band of Cherokee Indians and VITA site coordinator

This week on the LU Moment, we sit down with Jon Korejwa, director of the Volunteer Income Tax Assistance (VITA) program, as he shares with our listeners about this free tax preparation service. Listen in to hear more.For updates on the latest news and events at Lamar University, visit lamar.edu/news.

It's the time of year to start calculating your taxable income and looking over any receipts you have collected in a shoebox. The IRS deadline isn't until April, but the earlier you start the better prepared you are. Today on Native America Calling, we've got expert tax advice with Luella Brien (Apsáalooke), volunteer tax preparer since 2016 through the Chief Dull Knife Extension Office's Volunteer Income Tax Assistance (VITA) program; Phyllis George (Nez Perce), VITA tax preparer; and Sunny Guillory (Standing Rock Sioux), financial literacy coordinator at Northwest Indian College and VITA site coordinator.

It's the time of year to start calculating your taxable income and looking over any receipts you have collected in a shoebox. The IRS deadline isn't until April, but the earlier you start the better prepared you are. Today on Native America Calling, we've got expert tax advice with Luella Brien (Apsáalooke), volunteer tax preparer since 2016 through the Chief Dull Knife Extension Office's Volunteer Income Tax Assistance (VITA) program; Phyllis George (Nez Perce), VITA tax preparer; and Sunny Guillory (Standing Rock Sioux), financial literacy coordinator at Northwest Indian College and VITA site coordinator.

Albany Law School is helping ease the IRStress this time of year with the Volunteer Income Tax Assistance (VITA) headed up by Jared Scali and Keith Pelcher both from the Class of 2023. Even if you think taxes are boring, this is a really fun podcast. Interested in helping out? Jared Scali - jscali@albanylaw.edu Keith Pelcher - kpelcher@albanylaw.edu

Make under $57,000 and need tax help? Lacey Desper is here from New River Community telling us about their program Volunteer Income Tax Assistance (VITA). This program helps people who make under $57,000 prepare your personal and federal and state income taxes (within limits) at no cost. Help us by sharing this podcast because a lot of people in our area need help with this!

Join the network of thousands of volunteers that ensures millions of low-income taxpayers receive billions of dollars in refunds, a network that helps the community meet their civic obligations as taxpayers and supports them on the path to financial security and opportunity. Consider volunteering for the Volunteer Income Tax Assistance (VITA) program. You can volunteer in your local community through various VITA sites, usually run by local nonprofit organizations (Goodwill, YMCA, Catholic Charities, etc.). You can potentially get CRA service consideration for both the training and the actual tax preparation services you perform through the program.Also, don't fret – you don't have to be a tax wiz to do this! You'll learn everything you need to know through the VITA training program.Quotes• “Did you know that there's $2.2 billion at stake for low-income taxpayers? Now, why am I talking about taxes and it's August? Well, this is really the perfect time for you to get involved and to get trained, so that you can support the VITA program in your community.” (1:09-1:29)• “[This program] utilizes volunteers like bankers, and you get trained on an online portal, and you sit down with taxpayers, and you help them complete their taxes. And then they're subject and well-positioned to get the refunds that they are then eligible for.” (1:49-2:06)Links• VITA: https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayersThe IRS's Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free basic tax return preparation to qualified individuals.• IRS Tax Volunteers https://www.irs.gov/individuals/irs-tax-volunteers• CRA Today Website: https://cratoday.com/ • For more information on the CRA Hub, a membership for bankers to connect, inspire, and master the art of CRA: https://cratoday.com/hub/ Copyright © 2021 by CRA Today LLC(No claim to original U.S. government material)All rights reserved. No part of this podcast may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of the author and publisher.This podcast is a periodic publication of CRA Today LLC and is intended to notify and inspire recipients of new developments in the Community Reinvestment Act. It should not be construed as legal advice or legal opinion on any specific facts or circumstances. The contents are intended for general informational purposes only, and you are urged to consult your own attorney concerning your situation and specific legal questions you have.Podcast production and show notes provided by FIRESIDE Marketing: meetfireside.com/podcast-production-service/

Step one, get organized and collect tax documents as they come in. You can expect tax documents from your employer, businesses you did work for as a contractor, former employer pensions, banks, investment accounts, mortgage company, charities you donated to, and schools you paid tuition to, to name a few.You may need to log into your accounts at these places and download the documents yourself. Landlords, organize all the receipts for expenses, as well as rent collected. If you’re self employed, you’ll need to have income records and receipts for expenses. Parents and caregivers paying claining child or dependent care tax credit and will need receipts.It’s expected that 90% of taxpayers will take the standard deduction this year, If you think you might itemize gather receipts compare that to the standard deduction. For medical, only the expenses that exceed 7.5% of your adjusted gross income are itemized. If you lost of income and had high medical expenses not covered by insurance due to COVID you may exceed the 7.5% threshold. If you had property losses, you can itemize them if they occurred in a Federally declared disaster area. But he amount you can deduct is limited to our loss, minus insurance received, minus 10% of your income, and minus $100. Itemized deductions for state, local, and property taxes are limited to $10,000. Home mortgage interest and charitable gifts can still be itemized. If you refinanced to a lower interest rate, your mortgage deduction will be lower.The IRS has a great tool called the Interactive Tax Assistant (ITA) to get answers to many questions based on your individual circumstances. https://www.irs.gov/help/itaFor active duty, guard, and reserve military check out Military One Source’s MilTax. for information, where to get help with your taxes even from overseas, and efree, tax preparation software available online. https://www.militaryonesource.mil/financial-legal/tax-resource-center/miltax-military-tax-services/A great resource our nonmilitary is the IRS's Volunteer Income Tax Assistance (VITA). They prepare tax returns free for people who make $57,000 or less, persons with disabilities; and limited English-speaking taxpayers. https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayersAnother great resource for free tax filing is the IRS Free File. The IRS’s partnered with tax prep companies to provide access to free online income taxes filing, if your adjusted gross income or AGI is $72,000 or less. https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-freeThere are also paid tax return programs online with different levels of support and prices like TurboTax, Tax Slayer, or H&R Block. Costs vary with most under $130 for federal and state taxes. If this is your first time filing with rental property income, you sold property, own a small business, may itemize your taxes, or had a big life event in 2020 do extra research, or hire someone to help with your taxes. Cost depends on how complicated your taxes are and where you live. The average is $150 to $450. Enrolled Agents and Certified Public Accountants have specialized training, expertise, and can represent you before the IRS if were necessary. Contact them early and have all the documents they will need together and organized. The tax filing deadline is April 15. If you can’t file by then, request an extension to file and pay any tax due by April 15 to avoid a late penalty.

#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Constance has worked with Bank Of Greater Milwaukee (BOGM) since 2017. This work connects consumers to safe and affordable banking products certified as meeting CFE NAS standard and with banks offering similar low or no cost accounts. This network is more than 30 partners strong and it leverages Constance's dedication to Volunteer Income Tax Assistance (VITA) and past work with local financial institutions. She has extensive experience building and managing financial education programs in the nonprofit sector, as a credit counselor, volunteer tax preparer, and affordable mortgage lending officer. Her dedication connects underserved consumers to mainstream financial services to improve their financial capability, health, and independence. The Urban Economic Development Association of Wisconsin (UEDA) serves as the convening sponsor for BOGM. Coalition members share best practices and develop innovative ideas particularly focused on assisting youth, first-time job seekers, and families with disabilities. Resources Mentioned https://bankonmilwaukee.org/ https://www.betterinvesting.org/ If you're looking for a BetterInvesting Chapter near you, check out our community at https://bit.ly/BILocalChapters or visit us at BetterInvesting South Florida Chapter Take the info from the podcast to the next level by becoming a BetterInvesting Member and joining us at our next Educational Event Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” If you have questions about the podcast or any of the programs we discuss here, email us at abetterinvesting@gmail.com The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL

It’s tax season. Filing taxes can be a complicated and intimidating process. And ProPublica has found that big names in e-filing, like TurboTax, are actually making it more difficult for Americans to file easily and free of charge. This hour, we talk with a reporter behind the investigation, and find out whether you can file your taxes for free. Read ProPublica's guide to filing your state and federal taxes for free. Get filing help from the Volunteer Income Tax Assistance (VITA) in Connecticut by calling 211. And today is Super Tuesday, when voters in 14 states head to the polls to cast their presidential primary ballots. After disinformation campaigns and fake news marred the 2016 presidential election, how can Americans figure out what is real information and what is fake? Watch the Connecticut Public Documentary Fake: Searching for Truth in the Age of Misinformation. GUESTS: Justin Elliott - Reporter for ProPublica. Read their investigative reporting of Intuit's TurboTax and other tax preparation software companies here. (@JustinElliott) Christine Gaumond - VITA Program Coordinator at The Village For Families and Children Michelle Ciulla Lipkin - Executive Director of the National Association for Media Literacy Education (@ciullalipkin) Support the show: http://wnpr.org/donateSee omnystudio.com/listener for privacy information.

IR-2020-17, January 22, 2020 WASHINGTON — With the start of the 2020 tax filing season near, the Internal Revenue Service is reminding taxpayers to avoid unethical "ghost" tax return preparers. According to the IRS, a ghost preparer does not sign a tax return they prepare. Unscrupulous ghost preparers will print the return and tell the taxpayer to sign and mail it to the IRS. For e-filed returns, the ghost will prepare but refuse to digitally sign as the paid preparer. By law, anyone who is paid to prepare or assists in preparing federal tax returns must have a valid Preparer Tax Identification Number, or PTIN. Paid preparers must sign and include their PTIN on the return. Not signing a return is a red flag that the paid preparer may be looking to make a fast buck by promising a big refund or charging fees based on the size of the refund. Ghost tax return preparers may also: Require payment in cash only and not provide a receipt. Invent income to qualify their clients for tax credits. Claim fake deductions to boost the size of the refund. Direct refunds into their bank account, not the taxpayer's account. The IRS urges taxpayers to choose a tax return preparer wisely. The Choosing a Tax Professional page on IRS.gov has information about tax preparer credentials and qualifications. The IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications can help identify many preparers by type of credential or qualification. Free basic income tax return preparation with e-file is available to qualified individuals from IRS-certified volunteers at Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) sites across the country. For more information and to find the closest visit Free Tax Return Preparation for Qualifying Taxpayers on IRS.gov No matter who prepares the return, the IRS urges taxpayers to review it carefully and ask questions about anything not clear before signing. Taxpayers should verify both their routing and bank account number on the completed tax return for any direct deposit refund. And taxpayers should watch out for ghost preparers inserting their bank account information onto the returns. Taxpayers can report preparer misconduct to the IRS using IRS Form 14157, Complaint: Tax Return Preparer (PDF). If a taxpayer suspects a tax preparer filed or changed their tax return without their consent, they should file Form 14157-A, Tax Return Preparer Fraud or Misconduct Affidavit (PDF). Page Last Reviewed or Updated: 22-Jan-2020 www.fender-tax.com

The American Bar Association started an Adopt a Base program in 2013 that continues to the present.  This is an initiative to get ABA attorneys to volunteer for training at military base Volunteer Income Tax Assistance (VITA) programs.  It assists attorneys looking for pro bono or other volunteer projects and provides support for those people preparing taxes on our military bases.  I provided training at McConnell Air Force Base (southeast Wichita, Kansas) this week.  Tune in to find out more details and learn about volunteering.  

What does it take to build wealth in low-income and communities of color? It requires more than personal responsibility and savings. Bridging our nation’s gaping racial wealth divide means taking on systemic barriers: racism, student debt, low wages and resistance to citizenship for undocumented immigrants. We need changes to the US Tax Code, which, as Joseph Leitmann-Santa Cruz, Acting Director of Capital Area Asset Builders explains, “rewards the rich, misses the middle and penalizes the poor.” A former wealth adviser, Joseph now uses his financial acumen to advocate for the Earned Income Tax Code, our nation's most effective poverty alleviation tool.  The EITC is critical public policy that makes low-income wage earners eligible for a credit that could be transformational in their family's fortunes. In combination with other financial education and resources, families that file for a receive a credit can aspire to and reach financial goals, from a college education to the purchase of a home or the launch of a small business. It is particularly important for undocumented immigrants, who may be the most reluctant to file. In Washington DC, where over 1/3 of the residents are unbanked or underbanked, Capital Area Asset Builder leads a network of nonprofits, City government, corporate and foundation partners, in advocating for the EITC. CAAB also promotes the Volunteer Income Tax Assistance (VITA) program, a critical alternative to the unregulated tax preparers who strip wealth wealth in poor communities. Listen to Joseph Leitmann-Santa Cruz and become part of the national conversation.        

Professor Donna Davis from the University of Mississippi School of Law discusses Volunteer Income Tax Assistance Clinics. Ms. Davis also talk about the new tax law for 2018 income taxes. Need help preparing your taxes? https://www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $55,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.In addition to VITA, the Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.VITA and TCE sites are generally located at community and neighborhood centers, libraries, schools, shopping malls and other convenient locations across the country. To locate the nearest VITA or TCE site near you, use the VITA Locator Tool https://irs.treasury.gov/freetaxprep/ or call 800-906-9887.We took a question about Section 199A deductions: https://www.irs.gov/newsroom/tax-cuts-and-jobs-act-provision-11011-section-199a-qualified-business-income-deduction-faqsWhere can you get a free lunch or a good deal on tax day? https://www.offers.com/blog/post/tax-day-freebies/ See acast.com/privacy for privacy and opt-out information.

Trinity Episcopal CathedralDiocese of ArizonaPhoenix, AZWendell A. Hollis-Judge Wendell A. Hollis has served this country and his community for over 40 years. He is known as a “pillar of the Phoenix [Immigration] bench.” Known for his keen intellect, astute analytical skills, and myopic attention to detail; members of the Immigration Bar describe Judge Hollis as “tough, but fair.” When they knew they were appearing before him, they worked extra hard to be prepared.Judge Hollis served as a mentor and role model for other judges, attorneys, interpreters, clerks and interns. During his tenure as an Immigration Judge, he completed over 16,000 cases. While many considered him conservative, he was the centrist at the Court, insisting on applying and following the rule of law and precedent decisions. Even so, Judge Hollis could, and would, rule contrary to the consensus of his fellow judges, when he believed case law dictated a different outcome. Judge Hollis also served and retired from the United States Army; and served in the United States Air Force as well.The Honorable Wendell A. Hollis was appointed Immigration Judge in January 2003. He was sworn in at the San Francisco Immigration Court by Chief Immigration Judge Michael J. Creppy. Judge Hollis received his B.A. from California State University, Sacramento; his J.D. from University of Pacific, McGeorge School of Law, Sacramento; his L.L.M. from the University of Virginia, Judge Advocate General’s School, Charlottesville; and his Master of Theological Studies from the Golden Gate Baptist Theological Seminary [now Gateway Seminary of the SBC], Scottsdale, Arizona. From 1999 to January 2003, Judge Hollis served as Deputy District Counsel for the former Immigration and Naturalization Service (INS) in Phoenix, Arizona. He served as an assistant district counsel for the INS in Eloy Arizona from 1996 to 1999. From 1994 to 1996, he served as a Deputy Staff Judge Advocate, 3rd Army, Fort McPherson, Atlanta, Georgia. Judge Hollis served as senior defense counsel for the Army’s Trial Defense Services in Wurzburg, Germany from 1992 to 1994. He was the Officer in Charge of the Wiesbaden Legal Center in Germany from 1990 to 1992. He served in various other military positions beginning in 1980.Judge Hollis has served as a spiritual leader in his community and on his job, always available to counsel, pray, and comfort. While attending Pilgrim Rest Baptist Church, now deceased Bishop Alexis Thomas requested Judge Hollis create and lead a legal consultation ministry. From that request sprang the Advocacy Ministry which provides an invaluable service to members of Pilgrim Rest. The Advocacy Ministry also hosted numerous public forums and continues to serve the Phoenix Community. Additionally, Judge Hollis developed and established a Volunteer Income Tax Assistance (VITA) program at Pilgrim Rest as will, helping church members and members of the public realize thousands of dollars in income tax refunds.In 2013, the Arizona African American Legislative Leadership Conference selected Judge Hollis as an unsung Hero for the Justice Pillar. Judge Hollis is married to the lovely Patricia Hollis (over 38 years), and they are the proud parents of a blended family of 5 children (one deceased), 9 grandchildren, and 2 great-grandchildren.

The session in which we discuss the Americorp experience with Aaron Jacobs. Aaron graduated from the University of Virginia with a double major in Political Science & Public Policy, and then spent a year in Alabama - testing the vision of pre-schoolers, coaching middle-school debates, and helping adults with tax preparation. ImpactAmerica.com Volunteer Income Tax Assistance (VITA- free tax prep) SightSavers.org  

Every journey begins with the first step, and in episode 1 of Tax Pro Nation, we take the Initiation step in the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you're wondering how to get from where you are right now to where you want to be as an independent tax professional, this show is for you!   Step 1 is all about getting educated, registered, and deciding which direction you will head in the business. To learn more, and for the complete show notes, visit: http://taxpronation.com/1   Resources mentioned: [28:04] The one federal number I need to get as a tax professional [33:15] Visit irs.gov for how to become an e-file provider [33:26] Download the free booklet "How to Start Your Own Tax Preparation and Consulting Business" [34:08] Visit https://www.sba.gov/ [34:15] Visit https://www.score.org/ [50:49] Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) Programs [54:39] "75% of CPAs will retire in the next 15 years"   Tax Pro Nation is sponsored by Pronto Tax School, Inc. Sponsored links include: The Pronto Path infographic (free) Basic Income Tax (Federal) course link Business Tax Verified online course link   To sponsor an episode, please email hello@taxpronation.com   Tax Pro Nation is produced by Podcast Masters

041 Brandi Ghergia—Volunteer Income Tax Assistance (VITA) Volunteer Income Tax Assistance (VITA)—Amazing Results As the senior manager of the Nashville Alliance for Financial Independence at United Way of Metropolitan Nashville, Brandi Ghergia manages four financial stability programs—Volunteer Income Tax Assistance (VITA), the Nashville Financial Empowerment Center, Bank On Music City, and the Nashville Alliance for Financial Independence. The VITA program, with the help of over 260 dedicated volunteers, produced over 15,000 income tax returns in a 30-county area in 2016, resulting in nearly $24 million in tax refunds in Middle Tennessee. The impact VITA is making is amazing. Volunteers don’t have to have a tax preparation background, but they do need to know about computers and be friendly…no grumpy volunteers! Not only do the people helped return each year, but also the volunteers. The service, performed by the volunteers in both a professional and caring manner, creates a sense of community that invites reconnecting from tax season to tax season. United Way is making a better Nashville by creating strategic, scalable solutions focused on education, financial stability, and health—the building blocks for a good life! A quality education leads to a stable job, enough income to support a family through retirement, and good health. Creating solutions in these areas moves people from dependence to independence. Links: Local, Nashville, TN volunteers: www.volunteerforvita.org. Out-of-state volunteering: www.irs.com. Taxpayers: www.unitedwayfilefree.com. Phone number and email address for volunteers:    615.861-3008    Tamara.Kreigh@uwmn.org   You can find other episodes in the series at retiretovolunteering.com. Please support this series at patreon.com/volunteering.