In this episode of State of Wellbeing, Chief Wellness Officer Shari Landmark is joined by Victoria Dubbelde, an accounting lecturer, to discuss financial wellness with a focus on tax preparation. Learn about essential tax documents, record keeping, and practical tax organization tips.
Learning Objectives:
1. Identify key tax documents needed for filing taxes.
2. Learn about the VITA program and how it offers free tax preparation services for students and the community.
3. Learn practical tips for organizing tax records to reduce stress during tax season.
Processing Questions:
1. Have you ever experienced challenges during tax season due to missing or disorganized documents? What could you do differently this year?
2. How does understanding taxes contribute to overall financial wellness?
3. January is Financial Wellness Month. How can you use January as a time to set financial goals or improve your financial organization?
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