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Educating Participants

Q: Do you have any suggestions on how I can convince my local school districts that they need to start educating their staff on financial matters year-round? Currently no face time on that is allowed or provided on school grounds.

A: If it would be helpful to you, I'll be glad to forward the PowerPoint presentation used in a webcast with an IRS senior staff member in which he points out needed "year round" activities, and also provides a number of different ways in which the IRS considers "meaningful opportunity" to participate to have been given. Note that this is a focus in IRS audits.

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