FDIC Hosts National Webinar – Tax Time Bankable Moments & Resources for Consumers
The FDIC will host a national webinar to promote opportunities to get more Americans banked during tax season and receive free tax assistance. Financial institutions, community organizations, and government agencies will learn more about: (1) the national findings of the most recent FDIC 2021 National Survey of Unbanked and Underbanked Households, (2) bankable opportunities and free resources for consumers during tax-filing season, and (3) opportunities for banks and community organizations to partner so that more low- and moderate-income households can receive their tax refunds for free, start a banking relationship, and save a portion of their refund.
Presenters:
- Natalia Thaniel, Public Affairs Specialist – Tax Outreach, Partnership and Education, Internal Revenue Service
- David Sieminski, Senior Policy Analyst, Office of Community Affairs, Consumer Financial Protection Bureau
- Leigh Phillips, CEO, SaverLife
- Mia Sowell, Senior Community Affairs Specialist, FDIC
When:
Tuesday, February 7, 2023 from 1:00 PM – 2:30 PM ET
Where:
Webinar, registration information below.
Who should attend:
Banks, non-profit organizations, trade groups, and community-based organizations who have a direct interest in supporting organizations who work directly with low-and moderate-income (LMI) tax filers and/or increasing bank account access to LMI populations during tax season.
Registration Information:
To register online, click Register and fill out the needed information. You will receive a confirmation email once completed.
Contact Information:
If you have any questions about the event, please email Mia Sowell at miSowell@fdic.gov.
Additional Resources:
- 2021 FDIC National Survey of Unbanked and Underbanked Households
- FDIC #GetBanked Resources (English and Spanish)
- IRS Volunteer Income Tax Assistance and Tax Counseling for the Elderly programs (www.irs.gov)
- CFPB: Guide to Filing Your Taxes in 2023 (www.consumerfinance.gov)