
Learn about innovations that expand access to tax credits and free tax preparation for low-income households—boosting financial stability and improving health through more equitable tax-time strategies. Health funders increasingly recognize that economic security is key to better outcomes for children and families.
A newer approach is investing in tax system strategies that directly support health. The tax code is a powerful tool for advancing economic stability and wealth-building at all levels of government, with strong evidence linking tax policy changes to improved health, mental health, housing, and education outcomes—especially for Black and brown families. For example, the Earned Income Tax Credit (EITC) reduces low birth weight by improving access to insurance, prenatal care, and healthier behaviors. Similarly, the expanded Child Tax Credit (CTC) is associated with fewer depressive and anxiety symptoms among low-income parents, particularly families of color. These successes have spurred more health funders to invest in tax strategies and outreach models like those piloted in Maryland.
Speakers
- Danielle DePietro, Director of Policy Research in the Office of the Comptroller of Maryland
- Janie McDermott, Senior Associate for Federal Policy at The Annie E. Casey Foundation
- Melanie Styles, Senior Program Officer for Workforce Development at the Abell Foundation

Session Materials
- Session Slides
- Tax Equity Funders Network Slide Deck
- Office of the Comptroller of Maryland Slide Deck
- Resources
- Case Studies
- Urban “Playbook” (guide for other states who want to work on improving tax credit uptake): Strategy Playbook for Improving Uptake of State Tax Benefits | Urban Institute
- Urban findings from MD research: Helping Maryland Connect Underserved Residents to Crucial State Tax Credits | Urban Institute
- One-pager on Urban findings (produced by MD Comptroller): Reaching Residents, Reducing Poverty
- Summary of 2025 work: 2025 Earned It Campaign: Promoting the Earned Income Tax Credit and Child Tax Credit