1. AARP Foundation CO1 Tax-Aide
Effective Adult Learning
CO1 State Instructor Workshop
Presented by John Meredith
December 5, 2017

2. Effective Instruction: Enhanced Learning
TRS Training 2017 TY

3. Guiding Principles Focus on effectiveness in carrying out mission
Big picture view (Ex: Form 1040 is framework for tax return, frequent situations, use common sense)
Simplify
Small group, hands-on approach
Engage learners
Use resources and tools to avoid need to memorize
Economical use of volunteers’ time
Continuous learning
Practice to gain competence
Innovate

4. NTTC Resources
Dallas 2017 TRS Training Slides OneSupport Help Center > Leadership Training > SMT Training
Tax Training OneSupport Help Center > Tax Training > Instructor Plans and Aids
Return based training (new approach)
Watch “Immersion” video
Download four All-In-One lessons
Self-Study OneSupport Help Center > Tax Training > Materials/Presentations
Videos new release Intake and Interview (watch for new releases) OneSupport Help Center > Tax Training > Materials/Presentations
NTTC Webinars OneSupport Help Center > Hot Topics
2017 Workbook
Online version OneSupport Help Center > Tools > Workbook – TY17
Order print copy using portal (item D20176)

5. Other Resources
TaxSlayer (use IE browser)
Helpful tutorials on tax law and TaxSlayer navigation
Use for practice problems and exam scenarios
Bogart calculator Calculators and aids for counselors
Certification tests
IRS Publications
Pub 4012
Pub 4491
Pub 17

6. Questions or
Comments??