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Consumer Resource Center

FDIC Hosts National Webinar on Tax Time Opportunities to Volunteer and Help Consumers #GetBanked

Event Date
-
Location
Webinar, registration information below.

The Federal Deposit Insurance Corporation (FDIC) will host a webinar to promote opportunities to provide free tax assistance to low-and moderate-income households and to get more Americans banked during tax season. Banks and community-based organizations will learn about:

  • Internal Revenue Service (IRS) Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) free tax preparation Programs;
  • Consumer Financial Protection Bureau (CFPB) Tax Time Savings (TTS) Cohort;
  • Cities for Financial Empowerment Fund efforts to encourage the opening of affordable accounts through VITA programs; and
  • FDIC #GetBanked resources.

These groups help consumers learn how to open a bank account to receive their tax refund through direct deposit. In addition, a local VITA organization/TTS Cohort member and their local bank partner will discuss their experience, benefits, and impact of their tax season collaborations.

Presenters:

  • Donald Dill, Senior Tax Analyst, SPEC HQ – National Partnerships, IRS
  • David Sieminski, Senior Policy Analyst, Office of Community Affairs, CFPB
  • Anne Leland Clark, Financial Capability and Learning Director, Prepare + Prosper (TTS Cohort member)
  • Jason Scott, Vice President Regional Relationship Banking Manager, Security Officer, Sunrise Banks
  • Jon Baratta, Senior Associate, Cities for Financial Empowerment Fund
  • Camron Doss, Chief, Strategic Partnerships and Program Development, FDIC
  • Mia Sowell, Senior Community Affairs Specialist, FDIC

Who should attend:

Banks, non-profit organizations, trade groups, and community-based organizations who have a direct interest in supporting organizations who work directly with low-and moderate-income (LMI) tax filers and/or increasing bank account access to LMI populations during tax season.

Registration Information:

Event has past, registration is now closed.

Contact Information:

If you have any questions about the event, please email Mia Sowell at misowell@fdic.gov.

Additional Resources:

Tag(s)
Community Affairs

Last Updated: August 5, 2024