Tax Training Webinars for Financial Aid Administrators
Iron Bridge Resources is proud to provide training for financial aid officers that covers the tax-related information they are obligated to understand. Our trainings are available online, on-demand via recorded webinars, and in-person (when it’s safe to travel and meet in groups again).
We are pleased to offer training to individuals, colleges, groups of colleges, and state financial aid associations.
Before registering for a webinar, or webinar series, check to see if your state financial aid association offers our training as a member benefit.
NEW Webinar Available – Introduction to the 2020 Tax Forms and Tax Changes
2020 was a difficult year for many of our students and their families, and many aid officers used professional judgment to base 2020-21 and 2021-22 financial aid on estimates of 2020 family income. People will begin filing their 2020 tax returns soon, and you may be planning to use these 2020 returns as documentation to make new, or confirm, your PJs.
This new webinar, Introduction to the 2020 Tax Forms and Tax Changes, will help you review 2020 returns. In this webinar, we will go step-by-step through the 2020 Form 2020 and Schedules 1, 2, and 3, as well as review changes to the tax code that you will want to understand before conducting your review. These include changes to IRS Form 1099-MISC, a new kind of IRA/pension distribution that can be treated by the taxpayer as a zero-interest three-year loan, the new above-the-line charity contribution deduction, and a review of the recovery rebate credit.
This NEW webinar is separate from our standard training program, Track 1 and Track 2, below. It will be offered several times in February and March (because the webinars fill quickly, and new webinar dates are added frequently, please see the registration page for availability) at the cost of $25 per participant.
To register, follow the Proceed to Registration link at the bottom of this page.
Online Training Solutions for Individuals
Robert Weinerman’s Group training webinars, formerly available only through colleges or financial aid associations, are now available to individuals.
Starting September 2020, all modules within Robert’s two training tracks – FM Verification and Conflicting Information and Business and Real Estate Tax Returns – will be available to any financial aid officer who wants to participate, at a reasonable cost. The two tracks have each been divided into a number of two-hour modules which can be viewed independently or as part of a series. All modules will be offered several times throughout the year.
The cost for individual training is as follows:
- Per track (4 webinars): $300
- Per webinar: $100