Pbl vita(lancaster hs)

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Pbl vita(lancaster hs)

  1. 2. <ul><ul><li>Comprehensive High School </li></ul></ul><ul><ul><li>Suburb of Buffalo, NY </li></ul></ul><ul><ul><li>2100 students </li></ul></ul><ul><ul><li>3 Career Academies (1 NAF) </li></ul></ul><ul><ul><li>3 RD Year AOF </li></ul></ul>Lancaster High School Lancaster, NY (Buffalo)
  2. 3. OUR GOAL IS TO DEMONSTRATE HOW YOU CAN: <ul><li>Give back to your community </li></ul><ul><li>Get business partners involved </li></ul><ul><li>Enhance your AOF curriculum </li></ul>VITA Volunteer Income Tax Assistance
  3. 4. <ul><li>Give back to your community </li></ul><ul><ul><li>NO tax preparation fees </li></ul></ul><ul><ul><ul><li>Average savings of $100-$200 </li></ul></ul></ul><ul><ul><li>EITC (Earned Income Tax Credit) </li></ul></ul><ul><ul><ul><li>Unclaimed by many low-income earners </li></ul></ul></ul><ul><ul><li>Increased Tax Filing </li></ul></ul><ul><ul><ul><li>Reduces the fear and uncertainty </li></ul></ul></ul>WHAT IS VITA?
  4. 5. <ul><li>Get your business partners involved </li></ul><ul><ul><li>Lancaster-Depew Federal Credit Union </li></ul></ul><ul><ul><ul><li>Site Administrator </li></ul></ul></ul><ul><ul><ul><ul><li>Verifies all returns prior to e-file </li></ul></ul></ul></ul><ul><ul><ul><li>Significantly reduces the administrative function for teachers and school administrators </li></ul></ul></ul><ul><ul><ul><li>Relieves district of liability </li></ul></ul></ul>WHAT IS VITA?
  5. 6. <ul><li>Enhance your AOF curriculum </li></ul><ul><ul><li>Students learn tax law in AOF: Accounting (Grade 11) </li></ul></ul><ul><ul><li>Students become certified IRS volunteer tax preparers </li></ul></ul><ul><ul><ul><li>No liability risk since students are IRS volunteers </li></ul></ul></ul>WHAT IS VITA?
  6. 7. Student Produced Video 1) Consider how you can start VITA in your community. 2) What outreach programs can be used to effectively market VITA? 3) What methods can be used to improve student problem solving skills?
  7. 8. GOALS & NEEDS GOAL: Taxpayers to file and get EITC NEEDS:Volunteer Tax Prep Locations GOAL: Relevant PBL for students NEEDS:Volunteer Preparers GOAL: Provide VITA location NEEDS: VITA site manager
  8. 9. WIN, WIN, WIN Taxpayers file & receive EITC Volunteer preparers and Relevant PBL VITA location SITE MANAGER
  9. 10. Average Household Earnings $14,901 Lancaster Residents assisted by VITA for 2006 (2005 taxes) 39 Super Saturday Taxpayers
  10. 11. Average Household Earnings $16,066 Lancaster Residents assisted by VITA for 2007 (2006 taxes) 87 Super Saturday Taxpayers
  11. 12. <ul><li>Preparation </li></ul><ul><ul><li>Student Instruction (Link & Learn) </li></ul></ul><ul><li>Marketing </li></ul><ul><ul><li>Media, Flyers, Posters </li></ul></ul><ul><li>Tax Day “Super Saturday” </li></ul><ul><ul><li>Community Tax Preparation </li></ul></ul><ul><li>Auditing and Reflection </li></ul><ul><ul><li>IRS submission </li></ul></ul>PROJECT ELEMENTS
  12. 13. <ul><li>AOF: Accounting </li></ul><ul><ul><li>Tax Law </li></ul></ul><ul><ul><ul><li>www.irs.gov </li></ul></ul></ul><ul><ul><li>“ link & learn” </li></ul></ul>CLASSROOM INSTRUCTION
  13. 14. <ul><li>Target: Students </li></ul><ul><ul><ul><li>In-school announcements, flyers </li></ul></ul></ul><ul><li>Target: Community at large </li></ul><ul><ul><ul><li>Press Releases, chamber of commerce mailing, advisory board flyers </li></ul></ul></ul><ul><li>Target: Low Income residents </li></ul><ul><ul><ul><li>Door Hangers, community center flyers </li></ul></ul></ul>MARKETING VITA
  14. 15. <ul><li>Flyers (click for more) </li></ul><ul><ul><ul><ul><ul><li>Student Produced Video </li></ul></ul></ul></ul></ul><ul><li>Local News stations </li></ul><ul><ul><ul><ul><ul><li>Local Businesses </li></ul></ul></ul></ul></ul><ul><li>Posters (click for more) </li></ul><ul><li>IDEAS? </li></ul>MARKETING VITA
  15. 16. <ul><li>High School “ Super Saturday ” </li></ul><ul><li>Credit Union </li></ul><ul><ul><li>After School Hours </li></ul></ul><ul><li>Community Center </li></ul><ul><ul><li>Low-income area of Buffalo, NY </li></ul></ul>TAX DAY “Super Saturday” Click for more
  16. 17. <ul><li>Site Manager </li></ul><ul><ul><li>Auditing Process (Verify) </li></ul></ul><ul><ul><li>E-file submission </li></ul></ul><ul><li>Students </li></ul><ul><ul><li>Reflection Journals </li></ul></ul>AUDITING & REFLECTION
  17. 18. <ul><li>Necessary, relevant skill </li></ul><ul><li>Interacted with Adults in a leadership/assistance role </li></ul><ul><li>Community volunteerism </li></ul><ul><li>Interdisciplinary, multi-class project </li></ul><ul><li>Board of Education and IRS recognition </li></ul>PROJECT SUCCESSES
  18. 19. <ul><li>Advisory Board Participation </li></ul><ul><li>Positive Economic Impact on Community </li></ul><ul><li>Positive publicity </li></ul>PROJECT SUCCESSES
  19. 20. <ul><li>Getting word out to taxpayers </li></ul><ul><li>Software integration to network </li></ul><ul><li>Initial student “buy-in” </li></ul><ul><li>Taxpayers with incomplete or complicated information </li></ul><ul><li>Initial alignment of curriculum </li></ul><ul><li>Verifying student volunteer hours </li></ul>PROJECT CHALLENGES
  20. 21. <ul><li>Availability of teacher training </li></ul><ul><li>Non-participation by advisory board members that complete taxes as part of their business </li></ul><ul><li>Questions of reliability and confidentiality due to students’ age </li></ul>PROJECT OBSTACLES
  21. 22. <ul><li>Connect to established VITA sites. Offer students as volunteers </li></ul><ul><ul><li>Regional IRS VITA representatives </li></ul></ul><ul><li>Logistics of going it alone </li></ul><ul><li>Logistics of partnering the school and credit union </li></ul>HOW TO GET STARTED
  22. 23. QUESTIONS/COMMENTS 1) Consider how you can start VITA in your community. 2) What outreach programs can be used to effectively market VITA? 3) What methods can be used to improve student problem solving skills? 4) Questions/comments
  23. 24. <ul><li>Academic Rigor </li></ul><ul><li>Authenticity </li></ul><ul><li>Active Exploration </li></ul><ul><li>Applied Learning </li></ul><ul><li>Adult Relationships </li></ul><ul><li>Assessment Practices </li></ul>SIX A’S OF PBL Students combine marketing, customer service, economics and accounting
  24. 25. <ul><li>Academic Rigor </li></ul><ul><li>Authenticity </li></ul><ul><li>Active Exploration </li></ul><ul><li>Applied Learning </li></ul><ul><li>Adult Relationships </li></ul><ul><li>Assessment Practices </li></ul>SIX A’S OF PBL Students make a positive economic impact for the community by taking a leadership role with adults.
  25. 26. <ul><li>Academic Rigor </li></ul><ul><li>Authenticity </li></ul><ul><li>Active Exploration </li></ul><ul><li>Applied Learning </li></ul><ul><li>Adult Relationships </li></ul><ul><li>Assessment Practices </li></ul>SIX A’S OF PBL Students become certified by the IRS, volunteer in low-income community centers and regularly present the program to the community.
  26. 27. <ul><li>Academic Rigor </li></ul><ul><li>Authenticity </li></ul><ul><li>Active Exploration </li></ul><ul><li>Applied Learning </li></ul><ul><li>Adult Relationships </li></ul><ul><li>Assessment Practices </li></ul>SIX A’S OF PBL Students prepare themselves for a lifetime of tax preparation and use teamwork, problem solving skills, effective communication, time management and customer service skills.
  27. 28. <ul><li>Academic Rigor </li></ul><ul><li>Authenticity </li></ul><ul><li>Active Exploration </li></ul><ul><li>Applied Learning </li></ul><ul><li>Adult Relationships </li></ul><ul><li>Assessment Practices </li></ul>SIX A’S OF PBL Students are held to the same standards as adult volunteer preparers. Not only do students work with adults, they assist adults.
  28. 29. <ul><li>Academic Rigor </li></ul><ul><li>Authenticity </li></ul><ul><li>Active Exploration </li></ul><ul><li>Applied Learning </li></ul><ul><li>Adult Relationships </li></ul><ul><li>Assessment Practices </li></ul>SIX A’S OF PBL Students are held to the same standards as adult volunteer preparers and therefore understand that they are being held to real world standards.
  29. 30. Announcements
  30. 31. Posters
  31. 32. Forms Intake
  32. 33. Tax Preparation
  33. 34. Fun too !
  34. 35. Contact Information www.lancasterschools.org/finance_academy Scott Dixon (AOF Director) [email_address] Lynn Fisher (VITA Coordinator) [email_address] Ann Sweeney (Lancaster-Depew FCU) [email_address]

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