Learn how to allocate your money and create a budget for your spending and savings to always keep track of where your money is going.

*The program is intended for general information purposes only. It is not intended to be relied upon and is not a substitute for professional financial advice bas...

Savings is one of the most important financial assets to have in the event of an emergency or to plan for the future. Learn how to set aside your money wisely to be more financially secure in the future.

☑ Better Budgeting
☑ Balanced Savings Portfolio
☑ Improved Financial Freedom

☾ ☼ Best used...

Learn about tax deductions to reduce your taxable income and maximize your financial resources.

☑ Effective Tax Management
☑ Tax Law Understanding
☑ Increased Savings

✎ Learn The Facts: There are many types of tax deductions that meet certain circumstances, some of these include gambling losses...

Learn the benefits of saving receipts and financial records to improve your tax records.

☑ Improved Financial Organization
☑ Boosted Tax Deduction
☑ Increased Savings

✎ Learn The Facts: While it is important to save receipts for 3-7 years to have an accurate financial record, when dealing with ...

Gain awareness of key dates and deadlines when making your tax payments.

☑ Key Deadline Awareness
☑ Tax System Awareness
☑ Minimized Tax Penalty

✎ Fun Fact: Filing your taxes early, before the April 15th deadline, can help to prevent identity theft. If someone tries to file a return in your nam...

Gain knowledge on how to file taxes when you are self-employed.

☑ Financial Stability
☑ Improved Tax Planning
☑ Accurate Tax Calculations

✎ Learn The Facts: There are a variety of deductions that can apply to some self employed individuals depending on your work location and needs. These can in...

Learn about a variety of tax filing statuses and which ones can help meet your unique needs.

☑ Filing Status Options
☑ Tax System Understanding
☑ Improved Tax Outcome

✎ Fun Fact: The IRS considers your marital status as of the last day of the tax year. This means if you get married on December ...

Learn about the various types of tax forms and which ones will suit your needs.

☑ Tax Form Awareness
☑ Tax System Understanding
☑ Tax Season Support

✎ Learn The Facts: There are around 15-20 common tax forms for individuals. However, the exact number can depend on each individual's unique finan...

Learn about types of tax deductions and how they can impact your tax returns.

☑ Tax Deduction Fundamentals
☑ Improved Tax Filing
☑ Tax System Awareness

✎ Learn The Facts: Some common situations in which itemizing can be more beneficial include: if you have experienced both significant gambling ...

Gain an understanding of various types of income, and whether or not they are taxable.

☑ Boosted Financial Planning
☑ Accurate Tax Filing
☑ Improved Tax Savings

✎ Fun Fact: Taxes on gifts are typically the responsibility of the giver, not the recipient. If someone gives a financial gift that is...

Feel more confident filing your taxes by learning about various tax platforms and methods.

☑ Tax Filing Methods
☑ Increased Financial Confidence
☑ Tax Platform Awareness

✎ Learn The Facts: There are various platforms that can assist with your tax planning needs. For example, over the phone the...

Gain an understanding of what tax withholdings are in order to prepare for tax season.

☑ Informed Financial Decisions
☑ Corrected Tax Withholding
☑ Improved Tax Calculations

✎ Learn The Facts: Going through life changes such as marriage, parenthood, or becoming a homeowner can have an impact on...