Never Too Early for Taxes: Helping Credit Union Members Make the Best of Their Tax Returns

Published on October 7, 2019

A whitepaper from CU Solutions Group and CUNA Strategic Services

Taxes can be a headache, and not all taxpayers fully understand how the new changes will affect them. The impact of the TCJA presents an excellent opportunity for credit unions to offer financial education in a meaningful and effective way. Many members already turn to their credit unions for assistance on financial matters. Credit unions find themselves in a good position to not only guide members through how tax reform will impact their filing, but also highlight other financial education tools that may be available.

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