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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