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The FDIC and OCC Host Tax Time Resources and Opportunities to #GETBANKED

Event Date
- (1 - 2pm EST)
Location
Webinar, Webex, registration information below.

The Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC) are hosting a webinar for banks and community-based organizations to promote free tax assistance for low-and moderate-income (LMI) households and bank accounts for unbanked Americans. The webinar will feature the Internal Revenue Service (IRS), which will provide an overview of the Volunteer Income Tax Assistance (VITA) Program and VITA offices and Tax Resource organizations that will share tax resources benefiting consumers and small businesses. Partners will also outline tax season partnership opportunities. The FDIC will share their #GetBanked resources to help unbanked households obtain bank accounts in order to easily receive their tax refund.

Presenters:

  • Sandra Walker, Senior Tax Consultant, Internal Revenue Service – SPEC, Kansas City Territory
  • Julie Riddle, VITA Financial Specialist, University of Missouri, MU Extension-Urban West Region
  • Susan Fangman, Shawnee Co. Family and Consumer Sciences Agent, Kansas State University
  • Ken Bowman, State Coordinator and District 11 Coordinator, AARP Tax-Aide Missouri
  • William Schmidt, Low Income Taxpayer Clinic Director, Legal Aid of Western Missouri
  • Alexis Pearson, Low Income Taxpayer Clinic Attorney, Kansas Legal Services
  • Michael J Nield, District Community Affairs Officer, OCC
  • Teresa Green, Community Affairs Specialist, FDIC

Who should attend:

Financial institutions, community development financial institutions (CDFIs), non-profit organizations, other community based organizations, state and local government, small businesses and other stake holders interested in increasing access to safe and affordable accounts in Kansas and Missouri.

Registration Information:

To register online, click Register and fill out the needed information. You will receive a confirmation email once completed.

Register

Contact Information:

If you have any questions about the event, please email Teresa Green at tegreen@fdic.gov.

Additional Resources:

Tag(s)
Community Affairs

Last Updated: August 5, 2024