Who Must File a Tax Return and What is the Correct Filing Status for a Person?
7/23/2026 - 7/23/20261:00 PM - 3:00 PM MST
Location: Zoom
Registration ends on 7/22/2026
Event Description
In this webinar, we will discuss the two tax concepts that financial aid administrators are required to understand: who is required to file a tax return, and what is the correct filing status for a person.
Join us on Thursday, July 23, from 1:00-3:00 MDT/2:00-4:00 CDT for this second 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.
Join us on Thursday, July 23, from 1:00-3:00 MDT/2:00-4:00 CDT for this second 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.