Web Cast

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Utilizing Tax Credits
As A Catalyst For Family Economic Success
Web Cast November 19, 2004
A Gateway to self-sufficiency
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IRS-SPEC

• to assist taxpayers in satisfying their tax
  responsibilities by building and maintaining
  partnerships with key stakeholders, seeking to
  create and share value by informing, educating,
  and communicating with our shared customers.

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Targeted Population

• Low to Moderate Income
• Elderly (gt60 years of age)
• Limited English Proficient
• Disabled

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Community Based Partnerships
Awareness and Education
AssetBuilding
Community- Based Coalitions
Tax Preparation
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Community Based Partnerships

• The Model
• Outreach Reach Eligible Families Not Currently
  Claiming Tax Credits
• Free Tax Preparation Preserve the Value of the
  Tax Credits
• Asset Building Introduce Financial Literacy at
  Tax Preparation Sites

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Outcomes?

• In three short years, SPEC has established nearly
  80 national partnerships and has worked with
  communities to build 250 coalitions, representing
  thousands of local organizations.

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IRS Disability Initiative

1. Living and Working with Disabilities brochure
2. Partner with Local and National Disability
   Organizations
3. Integrate Disabled Populations into existing
   Coalitions

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Person with a Disability

• Gross Income
• Impairment related Work expense
• Credit for the Elderly or Disabled
• Medical Expenses

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Parent of a Child with a Disability

• Exemption
• Adoption Credit
• Child and Dependent Care
• Medical Expenditures
• EITC

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Business-Accommodate Persons with Disabilities

• Disabled Access Credit
• Architectural/Transportation Tax Deduction
• Work Opportunity Credit

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Contact Information

• Richard Keeling
• Internal Revenue Service
• Tax Analyst
• Volunteer/Community Partnerships
• 404-338-8814
• Richard.Keeling_at_irs.gov
• www.irs.gov/pub/irs-pdf/p3966.pdf