After a successful career with the Madison Metropolitan School District, Paul Swanson took over the management of preparing Free Income Tax sites in Dane County. The Free Income tax services were designed to assist older adults, low to middle income earners and students. Under Paul’s leadership, the volunteer tax preparers receive intensive training on the Federal and Wisconsin Income Tax Laws, the tax preparation, and interviewing the taxpayer for the purpose of providing accurate and selecting the best strategy possible. After the income tax preparation is completed, it is audited by an independent tax preparer, it is jointly reviewed by the tax preparer and tax-payer and electronically forwarded to the appropriate taxing authority.
Paul’s presentation will address the current tax issues facing retiree’s including the special tax laws initiated during the very difficult COVID time.
If you have preliminary questions for the speaker, please send to Program Coordinators Jack Sorenson at email@example.com and Tim Norris at tim.norris @wisc.edu, by Monday, November 7.
Food Pantry Contributions:
Checks payable to UW-Foundation, with "Open Seat" on the memo line may be mailed to UWRA, 21 North Park Street, Room 7205, Madison, WI 53715-1218.
Registration Deadline: Thursday, November 10.
Advance registration is required. You are encouraged to register online. To register by phone or email, call the Association office. If you or your guest registered for this seminar but cannot attend, please cancel your registration online, or email/call the UWRA office.
NOTE: The weblink and virtual call information will be included in the meeting reminders registrants receive.
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218