1. Instructor Workshop
December 6, 2017
Lakewood, CO

2. 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

3. 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

4. RECENT CHANGES & REMINDERS

5. 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

6. 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

7. 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

8. 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