Analyzing Personal Financial Statements and Tax Returns
List Price
$745
Member Price
$495
Event Id:
684277185
Product code:
300106-20
Format:
1 Day Training Event
Date:
10/2/2019 - 10/2/2019
How to improve the quality of your portfolio.
October 2, 2019 – New Orleans, LA
Registration Fees
| Members | $495 |
|---|---|
| Nonmembers | $745 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $250 or more.
Item Details
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.
New Feature!
When registering for these courses, you have the option to receive your course materials digitally through the RMA Reader, or through hard copies.
The RMA Reader is an online app available for download in both the Apple App Store and Google Play Store. There is also a desktop/laptop app, and a browser version of the RMA Reader, available at RMAU.org.
The RMA Reader offers many unique features:
- Convenience, flexibility – no manuals to tote
- Ability to take notes within the Reader
- Ability to bookmark your place in the manual
- Ability to use a calculator within the Reader
- Quick links to interactive reference material including spreadsheets, worksheets, and tax forms
- Full search of text within the manual
If you choose to receive your course materials digitally, you will receive an email with download instructions two weeks prior to the event date.
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.
Pre-course Materials
IMPORTANT: Once you register, you will receive a confirmation email with a link to download pre-course materials that must be completed prior to attending the course. Please contact Customer Care, 1-800-677-7621 or registrar@rmahq.org if you don't receive the email within one business day.