The Federal Reserve Bank of San Francisco

 

Upcoming Event

Earned Income Tax Credit Partnership Meeting

Wednesday, January 23, 2013
10:30 am to 2:30 pm (registration at 10:00 a.m.)
Lunch will be provided

Harden Foundation Bunk House
1636 Ercia Street
Salinas, CA 93906

There is no cost to attend, but advanced registration is required.

Register Button

Event Contacts:

Lena Robinson
Federal Reserve Bank of San Francisco
415-974-2717

Erika Schoendorfer
United Way Monterey County
Phone: (831) 757-3206 x 205
Event Description

Volunteer Income Tax Assistance (VITA) sites provide one of the best opportunities to connect financially vulnerable families with not just free tax preparation but a range of asset building services and programs that they may not be aware of.

This partnership meeting is intended to bring together a broad range of partners to develop a collaborative strategy that will:

  • build the capacity of Monterey county to serve more households with free tax preparation,
  • increase uptake of tax credits,
  • improve the financial stability of households in poverty.
AGENDA
10:00 am Registration & Networking
10:30 am Introduction & Welcome
10:45 am Presentations
 
  • History and eligibility information for EITC and other tax credits
  • Amount of EITC dollars that goes unclaimed
  • Orientation to VITA sites in Monterey County
12:00 pm LUNCH (sponsored by Federal Reserve Bank of San Francisco)
12:30 pm Presentations
 
  • Impact of RALs (i.e. rapid refunds) and check cashing
  • Linking VITA to banking services and asset building strategies
1:45 pm Discussion and partnership planning
2:30 pm Adjourn

 

 




 


 

 

 
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