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National Community
Tax Coalition
29 E. Madison, Suite 900
Chicago, IL 60602
(312) 252-0280 (phone)
(312) 252-0285 (fax)
www.tax-coalition.org
a program of the
Center for Economic Progress |
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October 5, 2007 |
The Newsletter of the
National Community Tax Coalition
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In this issue: |
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Community
Tax News |
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Over 500 at national conference
NCTC’s 6th national conference drew over 500 participants to Denver, the largest attendance yet. The Denver Post ran a story on keynote speaker Sheila Bair, chairwoman of the Federal Deposit Insurance Corp., urging leniency on adjustable-rate mortgage holders. Other keynote speakers were author David Cay Johnston and Karen Gross, President, Southern Vermont College.
Most conference presentations are now available on the NCTC website.
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Program Profile |
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Succeeding with market share
Community Action Project of Tulsa County, Oklahoma, is at the top when it comes to market penetration of the low-income population. Engaged in split refunds and savings bonds pilots, they are one of the largest programs in the country. Read the full story.
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Affiliates in the News |
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Taking matters into your own hands
O.S. Owen, financial and community educator for the Center for Economic Progress, said educating the community financially was the best way to bring about economic equality.
The story in the Chicago Defender explains how churches are using collective banking groups to bring financial products and services to their congregations.
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Jobs |
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EITC Program Coordinator, Seattle, WA
United Way of King County is seeking a highly talented individual to
join our Community Services team as EITC Program Coordinator to
coordinate the operation of the King County Free Tax Preparation and
EITC program.
Consultant
D2D Fund, Inc. is seeking a consultant for a six-month assignment to support
expansion of a new "Savings Bond Portal" to 15-20 VITA sites throughout the
U.S. The Portal is an online ordering tool designed and built by D2D and
H&R Block to offer U.S. Savings Bonds to low-income tax filers. For a job
description and more information about D2D, please visit www.d2dfund.org.
Inquiries can be directed to resumes@d2dfund.org.
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Calendar |
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November
Tuesday November 27- Thursday 29, 2007 in Hollywood, FL. Expanding Native Opportunity: Native Financial Skills Initiative, a comprehensive financial education training and technical assistance program for Native communities. For more information, contact Joanna Donohoe, Oweesta's Program Director for Financial Education and Asset Building at 561-626-9700 or joanna@oweesta.org. www.oweesta.org/nfsi
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New Resources |
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Conference presentations and handouts
Advocacy and Tax Policy Track
Federal Policy Ideas to Facilitate Savings and Asset Building for Lower Income Families
The Assets and Transaction Account: A Federal Policy Proposal - Melissa Koide, New America Foundation [PPT, 95KB, posted 9/28/07]
Asset Building Track
San Antonio’s ARAL, Auto Refinancing, Mainstream Banking Programs
San Antonio’s Alternative RAL, Auto Refinancing, Mainstream Banking Programs - City of San Antonio [PPT, 1.5MB, posted 9/28/07]
Assets for Life - Collaborating with Financial Planners
Financial Social Work - Reeta Wolfsohn
Part 1: [PDF, 1MB, posted 9/28/07]
Part 2 [PDF, 2.8 MB, posted 9/28/07]
Part 3 [PDF, 1.7MB, 9/28/07]
Financial Social Work Mini Workbook - Handout
FSW Money Mission Statement
FSW Table quiz
Capture the Money Moment - Lessons Learned about Refund Splitting
Boston EITC Split Refund Strategy - Mimi Turchinetz[PPT, 31KB, posted 9/28/07]
2007 Bank Partnerships at Tax Sites - Mary Ruth Herbers, Center for Economic Progress [PPT, 128KB, posted 9/28/07]
Research Presentations on Reaching Financial Stability
Linking Asset Building Services into Community-based Tax Preparation Programs - Christi Baker, PolicyLab Consulting Group, LLC [PPT, 180KB, posted 9/28/09]
The Role of Asset-Building Services for Community-Based Tax Preparation Programs - PolicyLab [PDF, 1.3MB, posted 9/28/07]
Impatience and Credit Behavior : Evidence from a Field Experiment - Stephan Meier, Charles Sprenger, Marques Benton, Center for Behavioral Economics and Decision-Making [PPT, 316KB, posted 9/28/07]
Alternative Refund Loans: Connecting Customers to a Continuum of Services
Express Refund Loan & Savings Program - Bonnie Esposito, Eva Song Margolis, AccountAbility Minnesota [PPT, 830KB, posted 9/28/07]
Refund Splitting After Year : Learned Lessons and How to Use the Tool
Tax Time Saving with U.S. Savings Bonds, Split Refunds in Action - Timothy Flacke,
D2D Fund [PDF, 3.6MB, posted 9/28/07]
Split Refund After One Year - Khadijah Jones, Campaign for Working Families [PPT, 96KB, posted 9/28/07]
Beyond Savings Accounts: Scalable Long Term Savings Options for Tax Clients, A Review
Beyond Savings Accounts: Long Term Scalable Savings Options - D2D Fund [PPT, 3.6MB, posted 9/28/07]
Community Tax Preparation Track
Getting the Biggest Bang for Your Buck: 7 Highly Cost Effective Outreach Successes
7 Highly Cost-Effective
Outreach Successes from Colorado’s Tax Credit Campaign - The Piton Foundation [PDF, 7.3MB, posted 9/28/07]
EITC Recipients by county in Colorado, 2004 - [PDF, 6MB, posted 9/28/07]
Ethics in Community Tax Preparation
Quality Control [DOC, 47KB, posted 9/28/07]
Ethics scenarios [DOC, 107KB, posted 9/28/07]
Quality Assurance Coordinator Checklist [DOC, 35KB, posted 9/28/07]
Have a BLAST! Learn about One Affiliate’s Approach to Supporting EITC and Fair Tax Policy
BLAST! – A Multi-Forum Approach to Supporting EITC and Fair Tax Policy - Sandra Bernard Bastien, Evan Goldmann
Increasing EITC Outreach and Uptake in Underserved Communities
EITC Promoting Prosperity Campaign - Rolando Palacios [PDF, 80KB, posted 10/4/07]
Increasing EITC Outreach and Uptake in Underserved Communities - Alphonse Piard[PDF, 360 KB, posted 10/4/07]
C.A.S.H. Governance Model - Rita Eygabroad [PDF, 90KB, posted 10/4/07]
Leadership Track
Tools and Strategies for Effective Governance in Tax and Asset Building Campaigns and Coalitions
Omaha Earned Income Tax Credit (EITC) Coalition Fact Sheet - Ed Leahy [DOC, 40KB, posted 9/28/07]
Omaha EITC Coalition - Ed Leahy [PDF, 400KB, posted 10/4/07]
Getting to Scale by Establishing Statewide Tax and Asset Building Coalitions
Maryland CASH Campaign - Robin McKinney [PDF, 40KB, posted 10/4/07]
TAX HELP New Mexico - Robin Brule, Katherine Bercaw [PDF, 190KB, posted 10/4/07]
Nuts & Bolts Track
Running a Successful Free Tax Site: Tips and Tricks from Site Coordinators
Running a Successful Free Tax Site - William Vaughn III, Jennifer Oftelie [PPT, 64KB, posted 9/28/07]
Common TaxWise Errors [PDF, 40KB, posted 9/28/07]
Create Excel Reports [PDF, 18KB, posted 9/28/07]
Database Return Set [PDF, 26KB, posted 9/28/07]
Database Tables [PDF, 190KB, posted 9/28/07]
IRS Intake Sheet [PDF, 360KB, posted 9/28/07]
Using the NTA Application for Reporting
NTA Application - Steve Holt, Brian Rivera, Hugo Coello [PPT, 1.2MB, posted 9/28/07]
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