TAX-AIDE TaxWise Online (TWO) Immersion Part I Overview FLIPPED INSTRUCTION MAXIMUM USE OF TWO INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Objectives ● TWO Immersion overview ● Lesson Demo ● Tools of the Trade TRNG templates in TWO Forms Generator Lesson Plans ● Discussion, Q & A INSTRUCTOR WORKSHOP - TY14

TAX-AIDE INSTRUCTOR WORKSHOP - TY14

TAX-AIDE What is Flipped Instruction? ● FLIPPED CLASSROOM Compliments of Knewton – Education Technology Company INSTRUCTOR WORKSHOP - TY14

TAX-AIDE FLIPPED INSTRUCTION ● Instruction at Home ● Homework in Class INSTRUCTOR WORKSHOP - TY14

TAX-AIDE FLIPPED INSTRUCTION ● Technology enables change TaxWise Online (TWO)  Training Templates ● Application of “LEARNING BY DOING” INSTRUCTOR WORKSHOP - TY14

TAX-AIDE IF you use TaxWise AND resources correctly THEN tax law is applied correctly Students determine the speed and repetition of materials presented Frustration levels lower, particularly with the technology Prefilled templates keep students on task and not falling behind Can Flipped Instruction work INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Instruction at Home ● Should reinforce the lessons/problems covered in preceding class ● Introduce upcoming topics NTTC PowerPoints to introduce the tax law and scope  Review in Pub 4012 CCH videos to introduce the TaxWise entry needed INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Resources Needed: ● Pub. 4012; Pub. 17 ● Pub and Pub. 4491W ● NTTC updated exercises ● Resource Tools for Tax Counselors ● NTTC PowerPoint slides ● Videos INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Definition of IMMERSION: 1. Complete immersion in TaxWise online; 2. Appropriate use of PowerPoint slides; 3. Nominal reliance on LECTURE; 4. Optimal use of Resource Material; INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Definition of IMMERSION (cont) 5. Effective use of MENTORS; 6. Adherence to ADULT LEARNING PRINCIPLES; and 7. Evaluation of instruction. INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Barriers to Change: ● Some folks welcome change; others do not! ● Fear of CHANGE INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Change is Hard You Can’t Teach an Old Dog New Tricks Right? INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Immersion Changes Instruction! 1) Discussions w/class – not lecture; 2) Use of Training Templates to immerse class in TWO a.Acquire knowledge of TAX LAW; b.Acquire skills to navigate software; c.See the RELEVANCE INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Training Templates INSTRUCTOR WORKSHOP - TY14 NTTC

TAX-AIDE Change continued: 3) Use of a more ‘user friendly’ INSTRUCTIONAL SCHEDULE; 4) Use of pre-class assignments – HOMEWORK!; 5) Use of MENTORS 6) Use of WINGMAN Runs Computer ops for Instructor INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Suggested Schedule – New Volunteers ● Closer look at the Six-Day Instructional Schedule INSTRUCTOR WORKSHOP - TY14

TAX-AIDE INSTRUCTOR WORKSHOP - TY14 SIX-DAY TRAINING SCHEDULE – NEW VOLUNTEERS

TAX-AIDE INSTRUCTOR WORKSHOP - TY14 SIX-DAY TRAINING SCHEDULE – NEW VOLUNTEERS

TAX-AIDE INSTRUCTOR WORKSHOP - TY14

TAX-AIDE INSTRUCTOR WORKSHOP - TY14 LESSON PLANLESSON PLAN

TAX-AIDE Lesson Planning PRINCIPLES OF LESSON PLANNING: 1. What am I going to do that enhances the learning process for the students; 2. What am I going to have the students do that ensures learning; and 3. How will I and they know that the learning objectives have been achieved. INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Closer look at Homework Assignments ● Should reinforce the lessons/problems covered in preceding class ● Introduce upcoming topics NTTC PowerPoints to introduce the tax law and scope CCH videos to introduce the TaxWise entry needed INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Example of Homework Assignment for Day 1 preparation ● Review modified NTTC PowerPoint Slides  01_Course Introduction ● CCH Training Videos  Main Information Part 1 ● 4491 Page 3 INSTRUCTOR WORKSHOP - TY14

TAX-AIDE Review of Homework Assignments for After Day 1 ● Homework assignment(s) for Day One ● Review modified NTTC PowerPoint Slides  07_Income Wages  08_Income Interest-Dividends  13_Retirement Income  16_UnemploymentCompensation ● CCH Training Videos  Income Part 1 – 0:00 to 3:30, 4:30 – 8:40 ● Review Problem INSTRUCTOR WORKSHOP - TY14

TAX-AIDE TAKE A BREAK INSTRUCTOR WORKSHOP - TY14