Verification Workshop

This will be a great workshop for only $45! Please join Robert Weinerman from Iron Bridge Resources as he provides updates on the following items:

• What’s New in 2022 Taxes?
• Federal Tax Information (FTI)
• Consent and Approval
• Proper Use, Labeling, and Redistribution of FTI
• V1 Verification
• FAFSA Data on the 2022 Tax Forms
• Changes to the FAFSA Parent of Record and Family Size
• Changes to FAFSA Tax Data
• Changes to FAFSA Asset Data
• Maximum, Minimum, & Scheduled Pell Grants
• Maximum Pell Grant and the Foreign Earned Income Exclusion
• Who is Required to File a Tax Return?
• Splitting an Individual’s FAFSA Data Out of a Joint Tax Return

The program includes real reviews of non-filers who should (and do not have to) file a tax return, a step-by-step splitting of an AGI and tax out of a joint return, actual Maximum and Minimum Pell eligibility calculations, and a case study involving Maximum Pell and the Foreign Earned Income Exclusion.

We look forward to you joining us! Tri-State membership is required and you can sign up to be a member as part of the registration for this training.