Name
Stretching Your FA $$ – Finding need in a sea of hidden income & assets
Date & Time
Friday, September 19, 2025, 10:15 AM - 11:15 AM
Marjorie Mitchell
Description
With the 2017 tax code allowing families to legally shield income and assets, financial aid analysts are increasingly challenged to identify true financial need. And while many of us hope our software solutions will uncover this need, it's very easy to miss major resources that families have tucked away in tax shelters. This session will explore practical strategies for uncovering hidden resources and distinguishing between actual need and savvy tax planning. Learn simple ways to interpret tax documents, spot red flags, and make equitable aid decisions that maximize limited budgets and prioritize students with genuine need.
Location Name
Lone Star Salon F (Level 3)
Full Address
JW Marriott Austin
110 East 2nd Street
Austin, TX 78701
United States
Tags/Tracks
Mid Career, Advanced Career, Leadership and Management Skills, Institutional Strategy, Tuition and Financial Strategy