Analyzing Business Tax Returns & Analyzing Personal Financial Statements and Tax Returns
List Price
$1,450
Member Price
$960
Event Id:
674317068
Product code:
222015-19
Format:
2 Day Training Event
Date:
3/7/2019 - 3/7/2019
Registration Fees
Members | $960 |
---|---|
Nonmembers | $1,450 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $490 or more.
Item Details
Using tax returns to estimate repayment ability
Course Overview
Analyzing Business Tax Returns teaches the participant how to understand tax concepts related to various business entities and how to use tax returns to help estimate the customer's ability to service debt. This basic course presents several aspects of analyzing tax returns, including estimating cash flow from tax returns and determining how taxesinfluence cash flow and the customer's operations. The course addresses all types of business entities—C-corp, S-corp, LLP, and LLC—using various scenarios.
Who will benefit?
This course is designed for commercial loan officers who lend to individuals and small businesses. However, all bankers who need to increase their understanding of income tax returns and cash flow will benefit from attending this course.
You will:
- Review the tax return most relevant for cash flow estimation.
- Know which sections of the tax return can beignored.
- Approximate the business's cash flow using a worksheet and develop the ability to use the system on the job.
- Develop strategies for predicting future cash flow.
- Estimate and analyze cash flow from business tax returns.
- Analyze tax fundamentals.
- Understand how taxes influence cash flow.
- Examine how taxes influence the customer's operations.
Prerequisites
Participants are expected to have a thorough knowledge of financial accounting.
Pre-course Assignment
Participants are required to complete a pre-course assignment that should take approximately two hours.
How to improve the quality of your portfolio
Course Overview
The objective of this course is to use tax returns and personal financial statements to determine a customer's ability to repay a loan through cash flow. Cases include a discussion of individuals, partnerships, proprietorships, and small businesses.
Who will benefit?
A thorough knowledge of income tax returns and cash flow can benefit all lenders trying to differentiate their services in the market. Analyzing Personal Financial Statements and Tax Returns is designed for all lending and credit professionals who rely on this information to make credit decisions.
You will:
- Improve the quality of your portfolio using personal financial statements as a predictor of repayment.
- Strengthen the underlying asset value of your portfolio through an understanding of adjusted net worth.
- Identify the most relevant sections of the tax return that affect cash flow.
- Examine how taxes influence cash flow and the customer's operations.
- Analyze tax returns for individuals, partnerships, real estate transactions, and small businesses.
- Develop strategies for predicting future cash flow.
Prerequisites
Participants are expected to have a thorough knowledge of financial accounting. In addition, this course requires the participant to complete a pre-course assignment that should take two hours.