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The Inclusive Economy

ALC Session Spotlight: Building Financial Well-Being at Tax Time

By Sean Luechtefeld on 08/29/2016 @ 10:00 AM

Tags: ALC 2016, Taxpayer Opportunity Network

In just five weeks, 1,400 asset builders will descend on Washington for the 2016 Assets Learning Conference. This week, we’re highlighting several of the 80+ sessions from which attendees will have to choose. If you want to get in on the action and participate in these sessions, it’s not too late! Register for the ALC by Friday, September 2 to guarantee your seat at the table and save $100!

If you’re interested in using tax time to boost the financial well-being of people in your community, here’s your personalized ALC agenda:

  • Taxpayer Opportunity Network Pre-conference Convening & TaxSlayer Training (Tuesday, September 27, 2-5:30 pm with reception to follow)
    Join peers and colleagues from across the country for the first-ever convening of Taxpayer Opportunity Network members at a pre-convening event, which will include an in-depth TaxSlayer training, conducted by representatives from the company. Advance registration for this pre-conference event is required.
  • Opening Plenary: Reclaiming the Opportunity Economy (Wednesday, September 28, 9 am)
    CFED President Andrea Levere will lead a vibrant discussion of the State of the Field. Then, IRS Commissioner John Koskinen will welcome the many attendees of this year’s ALC who use tax time to build the financial security of taxpayers in their communities.
  • VITA: A Hub for Innovation (Wednesday, September 28, 10:45 am)
    Come to this session to hear from leaders working to build financial capability at tax time, including through such strategies as self-tax preparation, Facilitated Self Assistance and collaborative EITC outreach efforts. Participants will learn more about innovative programs and have a chance to ask questions about how to boost the financial well-being of vulnerable taxpayers.
  • VITA 301: An In-depth Workshop for VITA Practitioners (Thursday, September 29, 1:45 pm)
    In this workshop, experts in the community tax preparation field will review the latest hot topics, such as the transition to TaxSlayer, EITC refund delays, ITINs and more. They'll also share their tips and experiences for operating a successful VITA program. Representatives from IRS SPEC and TaxSlayer will also be in the room with us, and we will allow plenty of time for questions, networking and peer sharing.
  • Challenges and Opportunities Ahead for Tax Time and Tax Preparation (Thursday, September 29, 10:15 am)
    This session aims to provide an understanding of the most timely tax-time policy issues and the advocacy efforts underway behind them, not limited to but including VITA reauthorization, paid preparer regulations, myRA at tax time and tax-time saving.
  • Capitol Hill Visits (Thursday, September 29, 1:45 pm)
    On Thursday afternoon, 600+ advocates will meet with their lawmakers to raise awareness about and advocate for the expansion of the VITA program and opportunities to help low-income taxpayers save at tax time.
  • Leveraging the Tax Moment: How Can We Help Low- and Moderate-Income Taxpayers Build Financial Security? (Friday, September 30, 10:15 am)
    Experts in this session will discuss some of the latest innovations, pressing challenges for replication and lessons learned from the field when it comes to using the tax moment as a gateway to enduring financial security.
  • Volunteer Recruitment, Retention and Management: Model Practices (Friday, September 30, 10:15 am)
    In this session, presenters will explore best practices for volunteer management, strategies for recruiting volunteers for different types of financial capability services, and how to retain volunteers in financial capability programs over the long term.
  • Protecting Filers from Delayed Refunds (Friday, September 30, 11:45 am)
    This coming tax season, the IRS is anticipating delaying the disbursement of the Earned Income Tax Credit and the Additional Child Tax Credit. Practitioners and advocates should join this session to hear what you can do to help filers prepare for potential delays and avoid predatory short term loans.

These are just a small sampling of all this year’s ALC has to offer. Check out the full agenda here.

We hope to see you in Washington, DC, September 28-30! Learn more and register today at assetsconference.org.

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