Mapping Your Future: Understanding taxes webinar recording available


Understanding taxes webinar recording available

By Beth Ziehmer

January 18, 2024

Financial aid is in the midst of some of the most dramatic changes in the industry in decades.

Those financial aid professionals with a good understanding of the basics will likely best be able to manage these changes. And, of course, one of those basics is being able to review and understand income tax returns.

To help financial aid professionals with that understanding and to update current knowledge, Carolyn Thomas of Thomas & Associates, CPAs, LLC provided important information and guidance about what you should know when looking at tax returns and tax transcripts, such as understanding who should file returns, the various tax filing statuses, and other important guidelines about earned and unearned income. Educational tax benefits were also discussed.

The recording is available at and the presentation handout is available at

Contact us at or (800) 374-4072 with any questions or suggestions for future webinars.