We look forward to seeing you in Denver! This resource page provides materials and resources related to the Workshop.

Pre-Event Assignment

Your pre-event assignment is completing a quiz. This assignment will test your knowledge and help us ensure that we can deliver content that helps you better manage your families with businesses. The assignment is due COB (close of business) Thursday, July 21. To complete your assignment, you must first set up an account and register for the quiz. And we recommend you download the following tax documents to help answer the questions: Form 1040, Schedule C, Schedule D, and Schedule E.

To set up your account and complete the quiz:

  • Click on the following link: http://quizstar.4teachers.org/indexs.jsp
  • Click “Sign up.”
  • Enter your first and last name, a username, and a password, and then hit enter.
  • Click on the blue link at the bottom of the page that says “Click here to search a new class.”
  • In the first dialogue box, type “Advanced Topics in Financial Aid” and hit enter.
  • Check the box next to the course that appears and select “register.”
  • On the following screen, select “classes” at the top in blue.
  • Click on the blue link that reads “1 Untaken Quizzes.”
  • Next to the quiz “Advanced Topics in Financial Aid” select “Take.”
  • When you have finished the quiz, you may review your answers by selecting "Review this quiz."

Contact Patricia Hayden at (202) 973-9769 or via email at hayden@nais.org with questions.

Recorded Webinar

Reviewing Tax Forms – S Corporations and Partnership (Jan. 2016)

In-Person Materials and Resources

Sample Resources from Other Schools

NOTE: These samples are being provided as a courtesy, with permission from representatives of the schools to which they belong, to help you craft your own correspondence or other documentation. Providing these samples does not imply that either NAIS or SSS staff specifically endorse or recommend the policies that the samples may reflect.

Landon School (MD)

Woodberry Forest School (VA)

St. Stephen's Episcopal School (TX)

Brentwood Academy (TN)

St. Andrew's School (Delaware)

Phillips Exeter Academy (New Hampshire)