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Marilyn Taylor
Certification Status: Master Certificant
Certification Earned: February 9, 2020
Certification Expiring: February 28, 2023
Service Area: North Central FL
| Date | Learning Topic/Focus Area | Source/Location | Hours |
|---|---|---|---|
| 04/03/2020 | Innovation and creativity when serving LMI Taxpayers during COVID -19 | FL TON | 1.50 |
| 04/14/2020 | Bank on Florida Special Virtual Update: Safe Financial Products for LMI Households/Communities in the Time of COVID -19 | Florida Prosperity Partnership | 1.00 |
| 04/15/2021 | The Cares Act, and Those You serve: what the Un- and Under- Banked Need to Know | Florida Prosperity Partnership | 1.00 |
| 05/14/2020 | Future Bound: Enhancing Educational Attainment and Financial Capability with Children's Saving Accounts | Florida Prosperity Partnership | 1.00 |
| 05/27/2020 | Futurists Exploring financial Capability in Today's World | Florida Prosperity Partnership | 1.00 |
| 05/28/2020 | Futurists Exploring Financial Capability for Tomorrow's World | Florida Prosperity Partnership | 1.00 |
| 05/29/2020 | A Peer over the Fence: Seeing Community Financial Capability Grow Now and in the Future | Florida Prosperity Partnership | 1.00 |
| 06/18/2020 | The Financial Clinic and Change Machine | Florida Prosperity Partnership | 1.50 |
| 07/23/2020 | Those Who Serve Youth/Families: "Serving Families and Children Now to Break the Cycle" | Florida Prosperity Partnership | 1.50 |
| 04/10/2020 | How Your Local Low Income Taxpayer Clinic (LITC) serves Taxpayers throughout the Year. | Florida Prosperity Partnership and Three Rivers Legal Service | 1.00 |
| 07/29/2020 | Twelfth Annual Financial Capability Training Conference | FPP 20/20:Florida Prosperity Partnership | 8.00 |
| 08/20/2020 | Frontline Financial Capability Practitioners, Hunger and Anti-Poverty Advocates, and Those Interested in Fintech for Social Good: | Florida Prosperity Partnership | 1.00 |
| 08/27/2020 | Economic Impact Payments: How to Support Individuals Needing Assistance | United Way Suncoast/ Florida Prosperity Partnership | 1.00 |
| 09/03/2020 | Tax Cuts and job Act (TCIA) Update: Opportunity Zones | IRS: Federal Tax Update | 1.00 |
| 09/08/2020 | Helping Consumer Claim their Economic Impact Payment | Consumer Financial Protection Bureau | 1.00 |
| 09/10/2020 | Foreign investment in Real Property Tax Act (FIRPTA) | IRS: Federal Tax Update shareholder Liaison | 1.00 |
| 09/14/2020 | Financing Your Future and How to Pay for Higher Education | CFPB Money Management Series | 1.00 |
| 09/17/2020 | Section 199A, Qualified Business Income Deduction (QBID): Over-Threshold Taxpayers | IRS: | 1.50 |
| 09/23/2020 | Assisting with Economic Impact Payments & Promoting Affordable Account Access | FDIC and IRS | 1.50 |
| 09/30/2020 | Economic Impact Payment-related questions | CFPB Money Management Series | 1.00 |
| 10/01/2020 | Exploring the Digital Divide - How Digital Access Intersects With Our Work, Our Lives and Our World | Florida Prosperity Partnership | 1.50 |
| 10/08/2020 | Community Conversations, Highlighting Bank On Immokalee | FPP 2020 South Central Florida Regional Roundtable | 1.50 |
| 10/08/2020 | Supporting Small Business and Economic Development in Rural Florida | Florida Prosperity Partnership | 1.00 |
| 10/14/2020 | Community Conversations, Highlighting Mental Health and Financial Capability | Community Conversations, Highlighting Mental Health and Financial Capability | 1.50 |
| 10/21/2020 | 2021 Virtual Symposium for SPEC Partners | IRS.Gov | 2.00 |
| 10/21/2020 | 2021 Virtual Symposium for SPEC Partners | IRS.Gov | 2.00 |
| 10/22/2020 | Foreign Tax Credit Common Issues | IRS.Gov | 2.00 |
| 10/22/2020 | VITA Leadership Institute Analysis | Prosperity Now | 1.00 |
| 10/28/2020 | 2020 Central Florida Regional Roundtable | Florida Prosperity Partnership | 2.00 |
| 10/29/2020 | Foreign Tax Credit Creditability Around the Globe | IRS.Gov | 2.00 |
| 11/12/2020 | 2020 Big Bend of Florida Regional Roundtable:Supporting small and Minority Owned Business | Florida Prosperity Partnership | 2.00 |
| 12/01/2020 | NE Florida Regional Roundtable: Financial Navigator Initiative | Florida Prosperity Partnership | 2.00 |
| 12/10/2020 | Financial Inclusion Summit : Focus on Financial Inclusion and Racial Wealth Gap | Florida Prosperity Partnership | 1.50 |
| 01/14/2021 | Grant Writing Workshop: Find, Writing and Securing Grants | Community Foundations of North Central Florida | 1.50 |
| 02/11/2021 | FPP Fifth Annual Online Conference: Together Again, in Harmony | Florida Prosperity Partnership | 1.50 |
| 02/11/2021 | Managing and Reporting for Grants | Community Foundations of North Central Florida | 1.50 |
| 05/11/2021 | Better Together Virtual Session: Principles for Creating Purposeful Bank Partnerships | Florida Prosperity Partnership | 1.50 |
| 05/18/2021 | How the community Reinvestment Act supports Your Work in 2021 and Beyond | Florida Prosperity Partnership | 1.25 |
| 06/01/2021 | 2021 Florida Statewide VITA/Free Tax Prep Program - Pre Conference | Florida Prosperity Partnership | 4.00 |
| 06/01/2021 | 2021 Florida Statewide VITA/Free Tax Prep Program - Pre Conference | Florida Prosperity Partnership | 4.00 |
| 06/01/2021 | 2021 Florida Statewide VITA/Free Tax Prep Program - Pre Conference | Florida Prosperity Partnership | 4.00 |
| 06/02/2021 | 13th annual FPP Financial Capability Training Conference | Florida Prosperity Partnership | 9.00 |
| 06/03/2021 | 13th Annual FPP Financial Capability Training Conference | Florida Prosperity Partnership | 9.00 |
| 06/04/2021 | 13th Annual FPP Financial Capability Training Conference | Florida Prosperity Partnership | 7.00 |
| 06/09/2021 | National Rural Growth Symposium | IRS.Gov | 1.50 |
| 06/09/2021 | National Rural Growth Symposium | IRS.Gov | 1.50 |
| 06/30/2021 | Human Trafficking in America - Awareness and Resources for Financial Capability Practitioners | Florida Prosperity Partnership | 1.50 |
| 06/30/2021 | Human Trafficking in America - Awareness and Resources for Financial Capability Practitioners | Florida Prosperity Partnership | 1.50 |
| 06/08/2021 | Invest in Rising Youth - Strategies for Post High School Success | Florida Prosperity Partnership | 1.50 |
| 07/09/2021 | Making Sense of the Child Tax Credit Changes for Those We Serve | Florida Prosperity Partnership | 1.50 |
| 07/15/2021 | The Child Tax Credit in 2021: What to Know and How to Help | CFPB Money Management Series | 2.00 |
| Total: | 106.75 | ||