Returning Counselor Training

Thank you for coming back!!

Training Session (Galveston) - Monday January 5, 2026. 10:00am - 4:00pm.
Wortham Auditorium, Rosenburg Library. 2310 Sealy St. Galveston

Training Session (Webster) - Wednesday January 7, 2026. 9:00am - 3:00pm.
Webster Presbyterian Church, 201 West NASA Parkway, Webster TX 77598

This training will review the new tax laws for 2025 and take a deeper dive on certain topics. All information you need to get certified is located on the Certification Requirements page.

View the Returning Counselor Agenda here

These are the Meeting Presentations

1. Welcome and Administrative
2. New Intake/Interview and QR Sheet
3. What's New in Tax Law
4. What's New in TaxSlayer/Web Site
5. Filing Status: MFJ, QSS, HoH, MFS
6. Retirement Issues
7. Learnings from TY 2024
8. In-Out of Scope
9. Payment Options w/ Installment Agreements
10. Social Security Lump Sum Payments
11. State Tax Assistance Program (STAP)
12. LA and OK State Training