Instructor Workshop December 6, 2017 Lakewood, CO
Conference Admin Internet - IHG Connect (access code is 2231) Printer Coat rack in the back Coffee, tea, and water in the back Restrooms CO1 - IW 2017
Wednesday, December 6, 2017 7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel) 9:00 am to 9:15 am Opening Remarks (Carl Kantner) 9:15 am to 9:45 am Presentation: Effective Adult Learning (John Meredith) 9:45 am to 10:30 am Presentation: Intake/Interview Two Approaches (Meredith/Kantner/Erdmann) 10:30 am to 10:45 am Break 10:45 am to 11:30 am Presentation: How to Train For Quality Review (Duane Chaloupka) 11:30 am to 11:45 am Presentation: Utilizing One Support Resources (Carl Kantner) 11:45 am to 12:45 pm Lunch 12:45 pm to 1:45 pm Panel Discussion on District Training (Kelher/Avery/Kantner) 1:45 pm to 2:15 pm Seminar: How to Submit a Reimbursement (Kathy Martz) Seminar: Planning a Training Session (John Meredith) Seminar: ACA Refresher (Don Bryson) 2:15 pm to 2:30 pm Movement/Break 2:30 pm to 3:00 pm Repeat Seminars 3:00 pm to 3:30 pm Discussion Groups: What is your biggest training concern this tax season? How do we develop future instructors? What do you need to become a more effective trainer? How do you train specialty positions (ERO, CF, AC, TC)? 3:30 pm to 3:45 pm Report of Breakout Groups (Carl Kantner) 3:45 pm to 4:00 pm Workshop Wrap-up (Carl Kantner) CO1 - IW 2017
RECENT CHANGES & REMINDERS
Schedule C – Contract Labor IRS changed Contract Labor to be out of scope (Schedule C line 11) Tax-Aide Scope Manual Rel 2 reflects this change CO1 - IW 2017
Schedule C Expenses Reminder – no option to ignore self- employment expenses Uber et al drivers may have net loss after claiming parking, tolls, passenger insurance, mileage at standard rate, etc. – return is then out of scope CO1 - IW 2017
Schedule C Expenses Reminder – no option to ignore self- employment expenses Uber et al drivers may have net loss after claiming parking, tolls, passenger insurance, mileage at standard rate, etc. – return is then out of scope CO1 - IW 2017
Rental Reminders Rental income from land only is in scope – expenses (typically property tax) reported on Schedule A Rental of personal residence for less than 15 days in the year considered in-scope in that it does not need to be reported All other rental income is out of scope unless Counselor is Military certified -AND- Taxpayer is active-duty military See NTTC modified Pub 4012 for guidance if short rental reported on Form 1099-MISC CO1 - IW 2017