TaxWise Online (TWO)
Immersion
Part I Overview
FLIPPED INSTRUCTION
MAXIMUM USE OF TWO
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Objectives
● TWO Immersion overview
● Lesson Demo
● Tools of the Trade
 TRNG templates in TWO
 Forms Generator
 Lesson Plans
● Discussion, Q & A
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What is Flipped Instruction?
● FLIPPED CLASSROOM
Compliments of Knewton – Education
Technology Company
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FLIPPED INSTRUCTION
● Instruction at Home
● Homework in Class
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FLIPPED INSTRUCTION
● Technology enables change

TaxWise Online (TWO)
 Training
Templates
● Application of
“LEARNING BY DOING”
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Can Flipped Instruction work
IF you use
TaxWise AND
resources
correctly
THEN tax law is
applied
correctly
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Students determine the speed and
repetition of materials presented
Frustration levels lower, particularly
with the technology
Prefilled templates keep students on
task and not falling behind
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Instruction at Home
● Should reinforce the lessons/problems
covered in preceding class
● Introduce upcoming topics

NTTC PowerPoints to introduce the tax
law and scope
 Review

in Pub 4012
CCH videos to introduce the TaxWise
entry needed
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Resources Needed:
● Pub. 4012; Pub. 17
● Pub. 4491 and Pub. 4491W
● NTTC updated exercises
● Resource Tools for Tax Counselors
● NTTC PowerPoint slides
● Videos
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Definition of IMMERSION:
1. Complete immersion in TaxWise
online;
2. Appropriate use of PowerPoint
slides;
3. Nominal reliance on LECTURE;
4. Optimal use of Resource
Material;
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Definition of IMMERSION (cont)
5. Effective use of MENTORS;
6. Adherence to ADULT LEARNING
PRINCIPLES; and
7. Evaluation of instruction.
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Barriers to Change:
●Some folks welcome change;
others do not!
●Fear of CHANGE
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Change is Hard
You Can’t Teach an Old Dog New Tricks
Right?
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Immersion Changes Instruction!
1) Discussions w/class – not lecture;
2) Use of Training Templates to immerse
class in TWO
a. Acquire knowledge of TAX LAW;
b. Acquire skills to navigate software;
c. See the RELEVANCE
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Training Templates
NTTC
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Change continued:
3) Use of a more ‘user friendly’
INSTRUCTIONAL SCHEDULE;
4) Use of pre-class assignments –
HOMEWORK!;
5) Use of MENTORS
6) Use of WINGMAN
Runs Computer ops for Instructor
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Suggested Schedule – New Volunteers
●Closer look at the Six-Day
Instructional Schedule
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SIX-DAY TRAINING SCHEDULE – NEW VOLUNTEERS
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SIX-DAY TRAINING SCHEDULE – NEW VOLUNTEERS
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L
E
S
S
O
N
P
L
A
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Lesson Planning
PRINCIPLES OF LESSON PLANNING:
1. What am I going to do that enhances
the learning process for the students;
2. What am I going to have the students
do that ensures learning; and
3. How will I and they know that the
learning objectives have been achieved.
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Closer look at Homework
Assignments
● Should reinforce the lessons/problems
covered in preceding class
● Introduce upcoming topics

NTTC PowerPoints to introduce the tax
law and scope

CCH videos to introduce the TaxWise
entry needed
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Example of Homework Assignment
for Day 1 preparation
● Review modified NTTC PowerPoint
Slides
 01_Course
Introduction
● CCH Training Videos
 Main
Information Part 1
● 4491 Page 3
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Review of Homework
Assignments for After Day 1
● Homework assignment(s) for Day One
● Review modified NTTC PowerPoint Slides
 07_Income
Wages
 08_Income Interest-Dividends
 13_Retirement Income
 16_UnemploymentCompensation
● CCH Training Videos
 Income
Part 1 – 0:00 to 3:30, 4:30 – 8:40
● Review Problem
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TAKE A BREAK
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