Learn more about how you can create budgeting solutions for you and your family.
Overview
Understand why taxes are important, how to stay on top of your taxes, and the steps for filing so that you can avoid the stress of tax season.
Duration: 5-7 minutes
Learning Objectives
- Define taxes and explain how they’re used and why they’re important.
- What personal information and tax forms they will need to gather in order to file.
- Explain tax terms such as filing status, dependents, tax brackets and others.
- Describe the process of completing and filing their taxes.
Marketing Teaser
We’re all probably familiar with paying taxes, but may not fully understand the process or the impact they can have on our financial lives. Filing your taxes may feel overwhelming, but our quick tax lesson will give you some tips that might help put you at ease. We will review:
- The different types of taxes and why they’re important
- What personal information and forms you will need
- Common tax terms and the process to file your taxes
Post on Twitter
Avoid the stress of tax season! Get the insights you need to feel prepared to file your taxes – try this short interactive lesson: [INSERT LINK]
Post on Facebook/LinkedIn
Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Budget Hacks: The College Edition
- Budgeting for Families
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Customer Acquisition and Retention
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- Financial Decisions for Your Career Path
- Financial Well-being for Entrepreneurs
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Managing a Growing Team: Employee Recruitment and Retention
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Obtaining Financing and Funding for Your Small Business
- Opportunities for Women and Minority-Owned Small Businesses
- Overcoming Small Business Financial Hardships
- Paying For College
- Paying Your Student Loans
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preparing for Graduation
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security