In This Issue (The Training Issue):
Training Information
Training Dates/Time
Training Classes: Basic Advanced/Manager
Storefront Locations
Computer Class
In Case of Severe Weather
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TO ALL 2017 VOLUNTEERS: HERE IS WHAT YOU NEED TO DO
- Read this newsletter.
- Select which class date(s) that work best for your schedule.
- Show up at class with this newsletter. Make sure to bring paper, a pen and a calculator with you to class. Additional class materials will be available at training.
- Select a storefront location at training. A volunteer application will be available for you to notify us of your choice.
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TRAINING: DATES
For all volunteers, training dates are as follows:
Choose between #s 1 or 2 below:
1. A one-day session on Saturday February 4. 9am-5pm
Location: Fordham University Law School, 150 West 62nd Street.
Enter via the 62nd St entrance. Classroom locations will be posted there.
CPE credit given: 7 CPE credits.
Free coffee, water, donuts and snacks will be available. Feel free to bring your own lunch, there are delis and other lunch places on Columbus Ave and Broadway.
Or, you can choose
2. Two Monday evening sessions 6pm-9pm
Dates: Monday, January 30 and Monday Feb 6 (both dates are mandatory)
Location: Fountain House, 425 West 47th Street (between 9th and 10th Avenues).
CPE credit given: 6 CPE credits.
Light snacks and refreshments will be available. Feel free to bring your own dinner, there are delis and fast food restaurants in the area.
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TRAINING: CLASSES
All volunteers, regardless of experience level, must attend training. The class you are assigned to is based on your years of experience with CTA.
BASIC – Everyone is invited to Basic Training. COURSE CONTENT – This class consists of an introduction to CTA and a review of Federal and New York tax rules with special emphasis on the low-income individual. In addition, we will review interviewing techniques, including live scenarios. Finally, we have a walk through of the preparation of a mock tax return using our tax software.
ADVANCED/MANAGERS – By invitation only. This class is open to our most experienced volunteers and those who manage our storefronts. COURSE CONTENT – Attendees will receive a review of complex Federal (ex. The Affordable Care Act) and New York tax rules. In addition, prior year tax returns prepared by CTA will be discussed.
ATTENTION CPAs: Each class has been approved for Continuing Professional Education (CPE) credit as indicated. However, credit for training will be granted only after completing at least eight (8) hours at any one or combination of storefront locations.
Please bring this newsletter with you to training. It serves as your invitation.
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TRAINING: STOREFRONT LOCATIONS
Once volunteers have attended training, they will be assigned a storefront based on the preference they indicate. A storefront is space donated by local community groups who allow us to prepare tax returns for low-income individuals. Single taxpayers who earn $25,000 or less and families making $55,000 or less constitute CTA’s clientele. We do not charge a fee for our service.
We have storefront locations in Manhattan, the Bronx, Brooklyn and Queens. PLEASE CHECK OUR WEBSITE http://www.communitytaxaidnyc.org/sites-locations FOR UPDATED INFO ON SCHEDULE AND LOCATIONS.
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TRAINING: COMPUTER CLASS – LIMITED SPACE; NOT MANDATORY: MONDAY FEB 13TH
A special training class devoted solely to using our computer software will be given again this year. This class will be held on Monday February 13th from 6:00pm to 9:00pm, at Fountain House, 425 West 47th Street (between 9th and 10th Avenues.). THIS CLASS IS OPEN TO THOSE WHO ATTEND THE BASIC TRAINING CLASS AND DO NOT HAVE EXPERIENCE WITH OUR TAXSLAYER SOFTWARE. More details regarding this special class will be given at the Basic class.
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TRAINING – IN CASE OF SEVERE WEATHER
In case of severe storms, please call our answering machine at 646.200.5080 to hear if we are changing times, dates or canceling the session. We will have last minute information by 5pm for the Monday training, and 7am for the Saturday training. We will also send an email to those on our mailing list. If the Saturday class is canceled, please make an effort to attend our Monday classes, and vice versa.
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