2016 CO1 Instructor Workshop

Previous Workshops


December 6-7, 2016Lakewood Holiday Inn

Tuesday, December 6

When What Lead Download file links
9:00 AM Welcome and Introductions David Hutchison  pdf version

pptx version

9:15 AM Results of the Pre-Survey David Hutchison  pdf version

pptx version

9:45 AM Instructor Responsibilities David Hutchison  pdf version

pptx version

Tax Training Materials pdf version

pptx version

10:15 AM BREAK
11:30 AM Colorado Tax-Aide Wiki Pages Jeff Bogart
11:15 AM Adult Learning Steve Bilig  pdf version

pptx version

12:00 PM LUNCH
1:00 PM What’s New in Federal Tax Law Dick Erdmann  pdf version

pptx version

A Guide to 2016 Tax Law Changes  pdf version
1:30 PM What’s New in State Tax Law CO Dept of Revenue  
2:00 PM Site Quality Requirements Linda Sax, IRS SPEC pdf version

pptx version

2:30 PM BREAK
2:45 PM TaxSlayer David Hutchison  pdf version

pptx version

Sam Lee Demonstration Return play video
3:15 PM Quality Review (QR) in TaxSlayer John Meredith pdf version

pptx version

play video

3:30 PM Panel Discussion: TaxSlayer Meredith, Bogart, Hutchison
4:00 PM Adjourn

WednEsday, December 7

When What Lead Download file links
9:00 AM Three Examples of District Training Harry Feikert

Cindy Haugen

Dave Martz

10:30 AM BREAK
10:45 AM Discussion Questions (Presentation)
12:00 PM LUNCH
1:30 PM Choice of Seminars:
  • Review the Archer Tax Return
 John Meredith
  • Submitting a Reimbursement
 David Hutchison
  • Enter Performance Data in Portal
 Larry Barnes
  • Setting up TaxSlayer
 Jeff Bogart
1:50 PM Movement Break
2:00PM Choice of Seminars:
  • Review Meadows Tax Return
  • TaxSlayer Input: Changes & Additions
  • Updating the OIS
  • How to Manage a High-Volume Site
2:20 PM Movement Break
2:30 PM Choice of Seminars:
  • Review the Miller Tax Return
  • Process Prospective Volunteers
  • The Repair/Replace Process
  • Ideas on How to Develop Leaders
2:50 PM Break
3:00 PM Workshop Wrap-up David Hutchison
3:30 PM Adjourn