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Tax Updates: New Year, New Forms, New Thresholds

Tue January 21st: 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 covers continued changes from the 2017 Tax Cuts and Jobs Act and includes a discussion of legislation that impacts changes to service member’s tax filings.

Presenter

Andrew Zumwalt
Assistant Extension Professor, Associate State Specialist, and Co-Director of the Center for Economic Education at the 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. In addition to serving as campus support for the state network of Family Financial Education Specialists, Andrew also serves on the board of the local student-managed credit union, Tigers Credit Union.

Continuing Education (CE) Credit

Click the button below for CE credit
You will be prompted to complete an evaluation after which a link will be provided.

Continuing Education

A certificate of completion is available for this session.

This webinar is approved for 1.5 CEUs for AFC-credentialed participants and 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC)

Event Materials

Post-Test for CEUs

NCFR Certificate of Completion

Presentation Slides: Tax Updates

Event Flyer

Military OneSource MilTax

Online Resource List for Income Tax

 

Cover photo: stevepb/Pixabay.com, CC0

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