Tax Talk: What Housing Counselors Need to Know

Taxes can significantly impact a client’s financial situation, but tax rules can be confusing. This webinar provides housing counselors with a practical overview of common federal income tax topics that may arise during counseling sessions. Participants will review filing statuses, dependents, tax brackets, deductions and credits, self-employment income, and common tax situations that can affect clients. The course will also discuss tax debt and repayment options, common tax traps, and resources available to help clients with tax-related issues. 

Stacy Stuber is a seasoned expert in the field of housing counseling, with over 10 years of experience in reverse mortgage counseling, pre-purchase counseling, homelessness prevention, and foreclosure intervention. Stacy has been providing counselor training and support through HUD intermediaries for over 10 years. Stacy specializes in Home Equity Conversion Mortgage (HECM) counseling. She has played a pivotal role in training new housing counselors, ensuring they are equipped with the skills and knowledge needed to serve clients effectively.