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]
On-Site Financial Service Centers at the Delaware EITC Campaign 2007 - Mary Dupont, Nehemiah Gateway Community Development Corporation [PDF, 70KB, posted 10/30/07]
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]
Get It Right! How to Implement Quality Review Procedures - Charnia Parrish
Quality review case study [PDF, 17KB, posted 12/5/07]
Quality review checklist [PDF, 21KB, posted 12/5/07]
Do the right thing [PDF,52 KB, posted 12/5/07]
Quality control [PDF, 15KB, posted 12/5/07]
Site manager quality review checklist [PDF, 13KB, posted 12/5/07]
Quality assurance coordinator checklist [PDF, 14KB, posted 12/5/07]
Scenario A [PDF, 6KB, posted 12/5/07]
Scenario B [PDF, 5KB, posted 12/5/07]
Jane Curl form 1364 [PDF, 1MB, posted 12/5/07]
Jane Curl W2 page 4 [PDF, 375KB, posted 12/5/07]
Social Security cards [PDF, 25KB, posted 12/5/07]
Lorraine Smith 1099misc page 4 [PDF, 370KB, posted 12/4/07]
Lorraine_Smith 13614 [PDF, 1.3MB, posted 12/4/07]
Lorraine_Smith OK 1040 [PDF, 5MB, posted 12/4/07
Lorraine Smith wrong 1040 [PDF, 3.4MB, posted 12/4/07]
Lorraine Smith W2 Page page 4 [PDF, 380KB, posted 12/4/07]
Aunt Alice Day Care [PDF, 4KB, posted 12/5/07]
Form 1364 tips [PDF, 5KB, posted 12/5/07]
Quintana 1099 Misc [PDF, 370KB, posted 12/5/07]
Quintana W2 page 4 [PDF, 375KB, posted 12/5/07]
Reader 1099B page 3 [PDF, 388KB, posted 12/5/07]
Reader 1099G page 3 [PDF, 260KB, posted 12/5/07]
Reader 1099INT page 3 [PDF, 250KB, posted 12/5/07]
Reader W2 page 4 [PDF, 375KB, posted 12/5/07}
Motivating, Managing and Mentoring Student Tax Preparers
Students Working For You, Experience & the Community - Jackie Blair [PDF, 2MB, posted 12/5/07]
How to Motivate, Manage, and Mentor University Students as Tax Preparers - Jordan E. Callaway and Tara Toyama [PDF, 114KB, posted 12/5/07]
Participatory Approaches to Measuring the Success of EITC Campaigns
VITA Sites: Linking Tax Returns and Asset Building Strategies - Karen Edwards, Washington University [PDF, 500KB, posted 12/5/07]
Individual Tax Preparation: a Strategy to Expand Your Reach
Individual Tax Preparation - Lee Davenport, One Economy [PDF, 300KB, posted 12/5/07]
I-CAN! E-File: A Strategy to Expand your Reach - Yesenia Velez & Jeanette Valencia [PDF, 470KB, posted 12/5/07]
Providing Free Tax Preparation and Savings Accounts for People Who Are Incarcerated
Free Tax Preparation for the Incarcerated - Ronn Fortes, Rhode Island Family Life Center [PDF, 620KB, posted 12/5/07]
Working With Your Local Cooperative Extension Service
Working with your Local Cooperative Extension Service - Andrew Zumwalt, Suzanne Knight [PDF, 220KB, posted 12/5/07]
Designing a Platform for Achieving Scale, Sustainability and Impact in Tax Preparation
Designing a Platform for Achieving Scale, Sustainability and Impact in Tax Preparation - Kirsten Moy & Amy Brown [PDF, KB, posted 12/5/07]
Becoming an Acceptance Agent
Acceptance Agents - Rolando Palacios [PDF, 90KB, posted 12/5/07]
Form 1361 Sample [PDF, 630KB, posted 12/5/07]
TaxWise Online Learning Lab
TaxWise Online - Tony Cooper and Teresa Mathis [PDF, 110KB, posted 12/5/07]
Serving the Needs of Self-Employed Individuals: Add Schedule C to Your Tax Preparation Services
Add Schedule C to Your Tax Preparation Services - Albert Habercorn [PDF, 300KB, posted 12/5/07]
Leadership Track
Tools to Assess the Impact of Tax and Asset-Building Efforts
Beyond Tax Preparation: Measuring the Market Impact of Wealth Building Initiatives - Matt Fellowes [posted 10/23/07]
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]
Denver Asset Building Coalition Tax Site Procedures Guide [DOC, 60KB, posted 11/1/07]
Using the NTA Application for Reporting
NTA Application - Steve Holt, Brian Rivera, Hugo Coello [PPT, 1.2MB, posted 11/1/07]
