Skip to main content
U.S. flag
An official website of the United States government
Dot gov
The .gov means it’s official. 
Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.
Https
The site is secure. 
The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.
Consumer Resource Center

FDIC Hosts National Webinar – Tax Time & EITC: Bankable Moments & Resources for Banks and Consumers

Event Date
-
Location
Webinar, Webex

The Federal Deposit Insurance Corporation (FDIC) will host a national virtual webinar to encourage financial institutions and community-based organizations (CBOs) to promote free tax filing assistance to low-and moderate-income households through the Internal Revenue Service’s (IRS) Volunteer Income Tax Assistance (VITA) and Tax Credit for the Elderly (TCE) programs. Speakers will raise awareness about the $14.6 billion of Earned Income Tax Credits (EITC) that were unclaimed in 2023 and will share resources for banks and consumers about the importance of opening a federally insured account before filing taxes and splitting a portion of their tax refund into a savings account. In addition, a bank representative will share their institution’s experience and reasons for participating in the VITA program, as well as related outcomes.

Presenters:

  • Montrice Yakimov, Associate Director, Community Affairs, DCP, FDIC
  • Don Dill, Senior Tax Analyst, SPEC HQ, National Partnerships, IRS 
  • Mona Fontella, Director of Community Development & CRA Officer, Royal Business Bank 
  • Amy Miller, America Saves, Program Manager, Consumer Federation of America
  • Mia Sowell, Acting Project Manager, FDIC, DCP, Community Affairs
  • Paola Diaz, Senior Community Affairs Specialist, FDIC (Moderator) 

When:

Wednesday, January 22, 2025 from 1:00 PM – 2:00 PM ET

Where:

Webinar, registration information below.

Who Should Attend:

Bankers, Community Development Financial Institutions, state, local, and federal government entities, nonprofits, and other organizations interested in helping LMI households maximize their tax credits (including EITC), receive their tax refunds at no cost via direct deposit into an insured bank account, and save money during the tax season.

Registration Information:

Click REGISTER to complete an online registration. You will receive a confirmation email with a downloadable calendar item that includes the webinar link and alternative information to participate by phone. 

REGISTER

Contact Information:

If you have any questions about the event, please email TaxTimeInitiative@fdic.gov.

Additional Resources:

Tag(s)
Community Affairs

Last Updated: January 24, 2025