Looking Ahead to 2027-2028! What Does the Draft FAFSA and 2025 Tax Return Tell Us About What to Expect in 2027-2028?
6/25/2026 - 6/25/20261:00 PM - 3:00 PM MST
Location: Zoom
Registration ends on 6/24/2026
Event Description
In this webinar, we will look at changes to the 2025 tax forms and tax code, and how these should be accounted for when institutions collect 2025 tax returns as income change documentation for professional judgments. We will also review the changes to the tax code introduced in 2025 through the OBBBA, and how these might effect financial aid application outcomes. This will include a line-by-line comparison of the 2024 and 2025 Forms 1040.
Next, we will look at the biggest changes coming to the 2027-2028 FAFSA, including the introduction of the a combined AGI and combined tax paid for people who file both federal and territory tax returns. We'll look at changes to the wording in the means-tested benefits questions and what the changes tell us. And when pursuing conflicting information related to the federal benefits programs is a good practice.
Join us on Thursday, June 25, at 1:00-3:00 MDT/2:00-4:00 CDT for this timely and helpful two-hour webinar presented by Robert Weinerman from Iron Bridge Resources! Can't make it that day? Register anyway for access to the recorded version!
Robert Weinerman began his financial aid career in 1993 at the Massachusetts Institute of Technology, having served two years as an admissions counselor and four as a victim advocate for LGBT victims of hate crimes and domestic violence. As an aid officer, Robert quickly became the tax return specialist, handling the applications with business and real estate tax returns and training his colleagues how to use tax returns to effectively identify unreported income and assets. After a decade at MIT, Babson, and several smaller Boston area schools, Robert moved on to College Coach, where he led a team of former financial aid administrators who provided guidance to parents of children of all ages as they prepared to save for, or pay for College.
In 2014, Robert was approached by the New Hampshire Association of Student Financial Aid Administrators, who were looking for someone to do a tax training for their members. Robert took on this project, which was successful, and began to transition from College Coach to providing tax training for financial aid administrators full time across New England. In 2015, Jim Briggs, who had been doing training for aid officers for thirty years and was looking to retire, selected Robert to take over his business, and Robert has been training aid administrators about all the things they need to know about taxes ever since.
Next, we will look at the biggest changes coming to the 2027-2028 FAFSA, including the introduction of the a combined AGI and combined tax paid for people who file both federal and territory tax returns. We'll look at changes to the wording in the means-tested benefits questions and what the changes tell us. And when pursuing conflicting information related to the federal benefits programs is a good practice.
Join us on Thursday, June 25, at 1:00-3:00 MDT/2:00-4:00 CDT for this timely and helpful two-hour webinar presented by Robert Weinerman from Iron Bridge Resources! Can't make it that day? Register anyway for access to the recorded version!
Robert Weinerman began his financial aid career in 1993 at the Massachusetts Institute of Technology, having served two years as an admissions counselor and four as a victim advocate for LGBT victims of hate crimes and domestic violence. As an aid officer, Robert quickly became the tax return specialist, handling the applications with business and real estate tax returns and training his colleagues how to use tax returns to effectively identify unreported income and assets. After a decade at MIT, Babson, and several smaller Boston area schools, Robert moved on to College Coach, where he led a team of former financial aid administrators who provided guidance to parents of children of all ages as they prepared to save for, or pay for College.
In 2014, Robert was approached by the New Hampshire Association of Student Financial Aid Administrators, who were looking for someone to do a tax training for their members. Robert took on this project, which was successful, and began to transition from College Coach to providing tax training for financial aid administrators full time across New England. In 2015, Jim Briggs, who had been doing training for aid officers for thirty years and was looking to retire, selected Robert to take over his business, and Robert has been training aid administrators about all the things they need to know about taxes ever since.