Financial Wellness at Work
Financial Finesse Financial Coaches work with people from all walks of life and have literally seen it all! They’ve supported employees and participants (and their families) through debt, cash flow, and credit challenges, buying homes, growing their families, marriages and divorces, retirement planning, and more. Financial stress doesn’t exist in a silo – it influences everything, including mental and physical health, relationships, and productivity. We’ll dig into it all.
Financial Wellness at Work
It's Not Too Late Too File Your Taxes!
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Host Julie Everett is joined by Financial Finesse coach Kari Cedegren and Jenell Koelblin, Site Coordinator - Lane County Volunteer Income Tax Assistance Program (VITA), to answer common tax-season questions and outline practical steps to prepare. They explain VITA (IRS Volunteer Income Tax Assistance) Program as a free tax prep and filing service for lower- and moderate-income households, seniors, people with disabilities, and limited English speakers, and describe volunteer training and certification. The conversation covers when to hire a tax professional (complex situations like rentals, stock options/AMT, multi-state filing), organizing documents, and the impact of changes like no tax on overtime and no tax on tips, plus refundable credits such as the child tax credit and EITC, and Oregon-specific credits including the kicker. They clarify that filing an extension gives more time to file but not to pay, discuss IRS payment plans and safe harbor rules, and emphasize filing even if you can’t pay to avoid penalties.
00:00 Tax Season Kickoff
00:44 Meet the Guests
01:39 VITA Explained
03:55 Who Qualifies
04:51 DIY or Hire Help
07:56 Free Filing Options
09:02 Get Your Docs Ready
09:45 New Tax Changes
12:05 Refundable Credits
16:14 Tips and Gig Work
18:29 Extensions Demystified
20:02 If You Owe Taxes
22:25 VITA Extensions Help
23:09 Key Takeaways Recap
26:00 Final Thoughts
28:54 Wrap Up and Thanks
29:47 Share and Subscribe
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