|TY 2017 CA Training Slides.pptx||1.25 MB|
|TY 2017 CA Training Slides - New Counselors.pptx||645.13 KB|
|TY 2017 CA Training Slides - Recommended for Integration.pptx||298.89 KB|
|TY 2017 CA Training Slides - HSA.pptx||94.25 KB|
|CA EITC Charts - 2015 & 2017 - 2017-12-30.xlsx||897.77 KB|
* Master set
* Set for training of new counselors
* Set of slides recommended be incorporated into regular (federal) training. [To the extent that the content of these are not included, it's recommend that they be added to the set for training of new counselors.]
* Set for counselors who are certified to prepare returns involving HSA
The information in these slides is based on what is in the California Counselor Reference Manual (CRM) (the "Duck Book"). If not, or if there is information that is unclear or incorrect, please let me know so that I can improve the next set of slides (expected to be release in late 2018).
I've also included a spreadsheet prepared by Jay Wiedwald that includes charts showing CA EITC and federal EIC amounts, for 2015 and 2017. A few of the 2017 charts are in the master set of CA training slides, but most are not.
Finally, I note the thoughtful comments by Jay and by David Miller to earlier versions of these slides. Any remaining errors are mine.
-- John Broughton
CA2/Sonoma-Napa; editor, the "Duck Book"