Topic #11: Tax Prep Pitfalls for Seniors and Immigrants & Ethical & Equity Considerations

This presentation will provide an overview of common pitfalls for seniors (misclassified retirement income and credits) and immigrants (ITIN confusion, misreporting foreign income and assets) , avoiding conflicts of interest with vulnerable clients, and mitigating bias in client intake and representation.

Course hand-out

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Topic #10: Multilingual Barriers & Legal Ethics

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Topic #12: Building a Purpose-Driven Practice Through Pro-Bono Service