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NTTC UPDATE COUNSELOR TRAINING- NY3 Consolidated Part II
Pete Freiermuth, Chairman NTTC NTTC TRAINING
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Note This is a NY3 consolidation of several NTTC Powerpoint slides
NTTC TRAINING
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FUTURE OF TRAINING NTTC TRAINING
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Future of Training Primary environment remains Classroom Training
New & 1st year returning hours All other Returning – 24 Hours Teach tax preparation process Focus on effective tax law lecture Focus on example and application Change design of NTTC powerpoint slides More learning tools and aids available Need mentoring for new volunteers NTTC TRAINING
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Future Training Mentors are critical
Secondary – Blended Learning Tgt 9/2014 Minimum Classroom Hours Get Started Process Policies, Standards of Conduct Self –Study using all available tools Focus on TWO and L&L Mentors are critical NTTC TRAINING
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Future Training 100% Online Training Tgt 9/2014
For outside organizations Critical needs within AARPTA Approval by SC Confirm need Approval by NTTC Confirm plan Must have mentors Motivation – key concern NTTC TRAINING
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STATE TRAINING ENHANCEMENTS
Cross Training – Non –Resident Returns State Assistance Centers NTTC TRAINING
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Background Concerns from Field Insufficient training – some states
Non-Resident State Returns Part-Year Returns Taxwise will handle - maybe not Insufficient training – some states NTTC TRAINING
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Cross Training Webinars for State Non Resident Returns Prepared by TRS
Presented via Live Webinar Stored for Future Reference on Sharenet NTTC TRAINING
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Cross Training Pilot Test in January 2013 Three live Webinars
New Jersey New York Pennsylvania Three live Webinars Approximately 40 Attendees at Each Significant Follow up Requests for Presentations NTTC TRAINING
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Cross Training GOAL: Provide Webinars for Non-Resident Returns for All States Expand Gradually to include: Part-Year Residents Residents Complete library Available via Sharenet NTTC TRAINING
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State Tax Assistance Centers
Problem: Taxpayer Requires Return from a Foreign State Options Turn Client Away Get Help to do Foreign State Need State Level Assistance Centers Make use of TaxWise Online NTTC TRAINING
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State Tax Assistance Centers
TRS Provides Focus for Assistance to Other State Group of experienced Counselors Ready to Help Use TWO Scenario – Snowbirds in Florida or Texas Need to get taxes done Require State Tax Return along with Federal NTTC TRAINING
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State Tax Assistance Centers
Contact State Tax Assistance Center Trained Counselor Assigned Works with Local Counselor to complete State Return Conduct Quality Review via Phone with taxpayer and local counselor NTTC TRAINING
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State Tax Training Non-Resident Tax Training Tax Assistance Centers
Have 3 NR states available – need more Target 12/01/13 to have additional states Tax Assistance Centers Target 01/15/2014 to have some ready Target fully on-board by 01/15/2015 NTTC TRAINING
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QUESTIONS/COMMENTS? NTTC TRAINING
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