Analyzing Business Tax Returns
List Price
$745
Member Price
$495
Event Id:
684291698
Product code:
305312-20
Format:
1 Day Training Event
Date:
12/4/2019 - 12/4/2019
Using tax returns to estimate repayment ability.
December 4, 2019 - Los Angeles, CA
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
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.
New Feature!
When registering for this course, 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.
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.