AARP Foundation CO1 Tax-Aide Effective Adult Learning CO1 State Instructor Workshop Presented by John Meredith December 5, 2017

Effective Instruction: Enhanced Learning TRS Training 2017 TY

Guiding Principles Focus on effectiveness in carrying out mission Big picture view (Ex: Form 1040 is framework for tax return, frequent situations, use common sense) Simplify Small group, hands-on approach Engage learners Use resources and tools to avoid need to memorize Economical use of volunteers’ time Continuous learning Practice to gain competence Innovate

NTTC Resources Dallas 2017 TRS Training Slides OneSupport Help Center > Leadership Training > SMT Training Tax Training OneSupport Help Center > Tax Training > Instructor Plans and Aids Return based training (new approach) Watch “Immersion” video Download four All-In-One lessons Self-Study OneSupport Help Center > Tax Training > Materials/Presentations Videos new release Intake and Interview (watch for new releases) OneSupport Help Center > Tax Training > Materials/Presentations NTTC Webinars OneSupport Help Center > Hot Topics 2017 Workbook Online version OneSupport Help Center > Tools > Workbook – TY17 Order print copy using portal (item D20176)

Other Resources TaxSlayer https://vita.taxslayerpro.com (use IE browser) Helpful tutorials on tax law and TaxSlayer navigation Use for practice problems and exam scenarios Bogart calculator https://cotaxaide.org/ta/home/ Calculators and aids for counselors Certification tests https://www.linklearncertification.com/d/ IRS Publications Pub 4012 Pub 4491 Pub 17

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