Understand the basics of sales tax, payroll tax, property tax, and income tax
Learn the difference between pre-tax payroll deductions and post-tax
Learn how to use income tax brackets
Understand how a W-4 form impacts your paycheck and income taxes.
Tax forms – W-2, 1040, and 1040-EZ
Volunteer Opportunities:
Prior to the workshop, volunteer working in the industry should complete the annual review of the workbook to ensure the information is up to date and complete
Donor & Sponsorship Opportunities:
Printing students worksheets and workbooks
Opportunities to help your clients and employees:
Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching
Host a workshop at your location for new or youth account holders
Host a Lunch N Learn, 1/2 day, or full day workshop
Employee Benefits can be offered to help cover cost of financial workshops and coaching.