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Tax Updates: New Year, New Forms, New Thresholds

Tuesday Jan 21, 2020 at 11:00 am-12:30 pm EST

Free

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Forms, a computer mouse and coffee cup sitting on a desk

About This Webinar:

Tax reform from 2018 is still bringing changes to filings in 2020. Get a jump start on understanding new processes, forms, allowances, deductions, and tax withholdings for retirees. This webinar will also cover continued changes from the 2018 Tax Cuts and Jobs Act. Of particular interest to our webinar audience will be the discussion of legislation that impacts changes to service member’s tax filings.

Presenter

Andrew Zumwalt, Assistant Extension Professor, Associate State Specialist, & Co-Director of the Center for Economic Education at University of Missouri. Andrew has a BS in Business Administration with an emphasis in Economics, a BS in Consumer and Family Economics, and an MS in Consumer and Family Economics. Andrew has been instrumental in founding and growing the Missouri Taxpayer Education Initiative, a program that uses “Taxpayer Assistance as a Gateway to Financial Education.” Over the past six years, more than 20,000 returns have been prepared at Missouri Tax sites and more than $20 million has been refunded; a large portion of these returns have been prepared by students in the class Andrew teaches–Personal Financial Planning 4188: Community Agencies and Volunteerism. Andrew serves as campus support for the state network of Family Financial Education Specialists. He also serves on the board of the local student-managed credit union, Tigers Credit Union.

Continuing Education (CE) Credit

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