Did you miss the in-person tax training by Robert Weinerman? We are pleased to offer a three-part online version of the in-person training for those too far away to attend them or who just missed those that were nearby. The webinars will all be different – but they are independent of each other so you can attend the second and third even if you miss the first (or second).  The webinars will also be recorded. 

The webinar will be 10:00 am until 12:00 pm on each date. 

  • Part I:   February 13, 2024 
  • Part II:  February 20, 2024
  • Part III: February 27,2024
Register now!

 Collectively the webinars will include, but is not limited to, the following topics:

  • Changes to the tax code and tax returns for 2022
  • Moving from the IRS DRT to the FA-DDX
  • What is Federal Tax Information (FTI) and why do we need to treat it differently from other FAFSA data?
  • Proper use, storage, display, and redistribution of Federal Tax Information (FTI)
  • Changes to the FAFSA parent-of-record and family definitions
  • Changes to the FAFSA income and asset definitions
  • V1 Verification
  • Splitting an AGI
  • Maximum, Minimum, and Schedule Pell (why you don’t need Pell Tables anymore!)
  • Maximum Pell and the Foreign Earned Income Exclusion
  • Splitting an AGI