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2014 State Meeting

Nebraska AARP Tax-Aide State Meeting

Attendees: Nebraska District Coordinators and Instructors

Lincoln – State AARP Office – September 29, 2014, 9:00A.M. to 4:00P.M.

  

1.      Welcome – Housekeeping – Don Kotrc & Betty Hayman – Regional Coordinator (15 min)

2.      What’s New – Mark Munsterman and Mary Solomon, IRS SPEC (90 min)

a.      ACA
b.      New intake, interview, & QR sheet
c.       New Tax Law
d.      IRS Publications

 

Lunch Break  (30 min)

Connie Benjamin, AARP Nebraska (10 min)

 

3.      Training – Wayne Culp (90 min)

a.      Role of Instructors – each district needs at least one
b.      TWO Immersion
c.       Communications
d.      What’s new
e.      IRS Publications and Resources
f.        Certification & Testing
g.      Local training & statewide training
                                                              i.      Client Facilitator/Greeter training
                                                            ii.      ERO Training

4.      Administrative Update – Charlotte Rasmussan

5.      Prospective Volunteer Update – Camille Culp

6.      Technology Update – Jerry Murphy

7.      District Coordinator feedback – Don Kotrc

8.      Community Update – Don Kotrc

9.      State and District Issues – Don Kotrc

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Wayne Culp,
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Wayne Culp,
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Wayne Culp,
Sep 27, 2014, 3:11 PM
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Wayne Culp,
Sep 10, 2014, 6:57 PM
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Wayne Culp,
Sep 10, 2014, 6:58 PM
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Wayne Culp,
Sep 10, 2014, 6:58 PM
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