It is said that without a vision for
our future we will always return to our past.
Join the Tax Equity Funders Network and Prosperity Now for the release of a set of briefs written by field leaders-Shaping the Future: Innovations to Improve Access & Build a More Equitable Tax System -that offer innovative and provocative strategies to improve access to tax credits and tax systems. Join the Tax Equity Funders Network for a 2-session series to learn about these significant, future-focused ideas that could transform how families access tax credits and receive economic support, and participate in a strategy session to outline action steps.
Session I– September 12, 2023 | 2:00-3:00 PM ET
Session II– September 27, 2023 | 2:00-3:30 PM ET
Session I
In this session, attendees will learn more about each innovation listed in our newly released set of briefs by field leaders and specific calls to action from the brief writers. There will be time for Q&A.
Invited Speakers:
-Robin McKinney, CASH Campaign of Maryland– Innovations to Expand Capacity at Tax Time
-Nina E. Olson, Center for Taxpayer Rights- Regulation of Return Preparers – A Personal History
-Leigh Phillips and Radha Seshagiri, SaverLife- Smart Reforms: How Human-Centered Data Can Transform the Tax Time Moment
-Laura Scherler, United Way Worldwide- Scaling Access to Free Tax Assistance Through FSA VITA
-Gabriel Zucker, Code for America- Waiving Income Reporting to Improve Access to the Tax System
-Samuel Hammond, Foundation for American Innovation- Large Language Models Will Democratize Tax Advice and Preparation
Agenda
- Welcome, Overview & Introductions
- Shaping the Future- Ideas 1-3
- Q&A
- Shaping the Future- Ideas 4-6
- Q&A
- Closing
Session II
This session will take a deeper dive into two future-focused innovations that could significantly impact low-income taxpayers – using AI to file taxes and the implementation of pre-populated tax forms. Attendees will have an opportunity to delve deeper into these innovations, discuss implementation opportunities and challenges, and strategize with like-minded funders to outline action steps.
Invited Speakers:
-Gabriel Zucker, Code for America- Waiving Income Reporting to Improve Access to the Tax System
-Samuel Hammond, Foundation for American Innovation- Large Language Models Will Democratize Tax Advice and Preparation
Agenda
- Welcome, Overview & Introductions
- Shaping the Future- Waiving Income Reporting to Improve Access to the Tax System
- Group Discussion & Activity
- Shaping the Future- Large Language Models Will Democratize Tax Advice and Preparation
- Group Discussion & Activity
- Closing
Register for one or more of the sessions using the link below. A confirmation email will be sent to you with your unique log-in details. Please use the link in the email to add the session(s) to your calendar.
Participation in this meeting is limited to staff of philanthropic organizations and philanthropic advisors.
Meeting Materials & Resources
- Briefs- Shaping the Future: Innovations to Improve Access & Build a More Equitable Tax System
- Session I Video
- Session I Deck