Robert Weinerman
Director of Training at Iron Bridge Resources, LLC
- Role
- Director of Training at Iron Bridge Resources, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Robert Weinerman
After working as a financial aid officer at a variety of schools in New England and as a…
Experience
Director of Training
Jun 2015 — Present · US
Financial aid officers are required to have a basic understanding of income tax returns, and I am happy to help them develop and maintain their knowledge. I provide tax training to help colleges and aid officers comply with federal regulations, and to understand complex business and real estate tax returns so that they can allocate their institution’s resources equitably and in a manner that most helps to meet their school’s admissions and spending goals. I offer two out-of-the-box day-long programs for colleges and state financial aid associations. The first, FM Verification and Conflicting Information, covers the tax related issues that financial aid officers need to understand to properly meet the federal requirements related to verification, identification of and resolution of conflicting information, and income and tax related professional judgment. The second program, Business, Real Estate, and Trust Tax Returns, is designed to give aid officers insight into how a deeper dive into the personal and business tax returns can be used to predict that available income a business owner might have when they have a child enrolled in college. I also offer shorter programs on assets in the federal need analysis, the 1098-T, and how to help students maximize their access to the education credits, and how financial planners are helping families hide resources from financial aid officers. Iron Bridge’s training curriculum can be delivered in person or by webinar, and is available as on-demand recorded trainings as well.
Education
Massachusetts Institute of Technology
BS, Chemistry
1983 — 1987
Skills
- Student Financial Aid
- Higher Education
- College Savings Plans
- Enrollment Management
- Management
- Team Leadership
- Public Speaking
- Staff Development
- Project Planning
- Program Development
- Research
- Training
- Strategic Planning
- Leadership
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