TAX-AIDE TaxWise Online (TWO) Immersion Part I Overview FLIPPED INSTRUCTION MAXIMUM USE OF TWO INSTRUCTOR WORKSHOP - TY14.

TAX-AIDE

TAX-AIDE

TaxWise Online (TWO) Immersion

Part I OverviewFLIPPED INSTRUCTION

MAXIMUM USE OF TWO

INSTRUCTOR WORKSHOP - TY14

TAX-AIDE

Objectives

●TWO Immersion overview

● Lesson Demo

●Tools of the Trade TRNG templates in TWO Forms Generator Lesson Plans

●Discussion, Q & AINSTRUCTOR WORKSHOP - TY14

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TAX-AIDE

What is Flipped Instruction?

● FLIPPED CLASSROOM

Compliments of Knewton – Education Technology Company

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FLIPPED INSTRUCTION

●Instruction at Home

●Homework in Class

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TAX-AIDE

FLIPPED INSTRUCTION

●Technology enables change TaxWise Online (TWO)

Training Templates

●Application of

“LEARNING BY DOING”

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IF you use TaxWise AND

resources correctly

THEN tax law is applied

correctly

Students determine the speed and repetition of materials presented

Frustration levels lower, particularly with the technology

Prefilled templates keep students on task and not falling behind

Can Flipped Instruction work

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Instruction at Home

● Should reinforce the lessons/problems covered in preceding class

● Introduce upcoming topics NTTC PowerPoints to introduce the tax

law and scopeReview in Pub 4012

CCH videos to introduce the TaxWise entry needed

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Resources Needed:

●Pub. 4012; Pub. 17

●Pub. 4491 and Pub. 4491W

●NTTC updated exercises

●Resource Tools for Tax Counselors

●NTTC PowerPoint slides

●Videos

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Definition of IMMERSION:

1. Complete immersion in TaxWise online;

2. Appropriate use of PowerPoint slides;

3. Nominal reliance on LECTURE;

4. Optimal use of Resource Material;

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Definition of IMMERSION (cont)

5. Effective use of MENTORS;

6. Adherence to ADULT LEARNING PRINCIPLES; and

7. Evaluation of instruction.

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Barriers to Change:

●Some folks welcome change; others do not!

●Fear of CHANGE

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Change is Hard

You Can’t Teach an Old Dog New Tricks

Right?

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Immersion Changes Instruction!

1) Discussions w/class – not lecture;

2) Use of Training Templates to immerse class in TWO

a. Acquire knowledge of TAX LAW;

b. Acquire skills to navigate software;

c. See the RELEVANCE

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Training Templates

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NTTC

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Change continued:

3) Use of a more ‘user friendly’ INSTRUCTIONAL SCHEDULE;

4) Use of pre-class assignments – HOMEWORK!;

5) Use of MENTORS

6) Use of WINGMANRuns Computer ops for Instructor

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Suggested Schedule – New Volunteers

●Closer look at the Six-Day Instructional Schedule

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SIX-DAY TRAINING SCHEDULE – NEW VOLUNTEERS

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SIX-DAY TRAINING SCHEDULE – NEW VOLUNTEERS

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LESSON PLAN

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Lesson Planning

PRINCIPLES OF LESSON PLANNING:1. What am I going to do that enhances

the learning process for the students;

2. What am I going to have the students do that ensures learning; and

3. How will I and they know that the learning objectives have been achieved.

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Closer look at Homework Assignments

● Should reinforce the lessons/problems covered in preceding class

● Introduce upcoming topics NTTC PowerPoints to introduce the tax

law and scope CCH videos to introduce the TaxWise

entry needed

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Example of Homework Assignment for Day 1 preparation

●Review modified NTTC PowerPoint Slides

01_Course Introduction

●CCH Training VideosMain Information Part 1

●4491 Page 3

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Review of Homework Assignments for After Day 1

●Homework assignment(s) for Day One

●Review modified NTTC PowerPoint Slides07_Income Wages08_Income Interest-Dividends13_Retirement Income16_UnemploymentCompensation

●CCH Training Videos Income Part 1 – 0:00 to 3:30, 4:30 – 8:40

●Review ProblemINSTRUCTOR WORKSHOP - TY14

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TAKE A BREAK

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