Tax Bundle: Option 1
List Price
$1,326
Member Price
$878
Event Id:
688008647
Product code:
222002-21
Date:
7/6/2021 - 8/18/2021
Registration Fees
| Members | $878 |
|---|---|
| Nonmembers | $1,326 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $448 or more.
Item Details
Now offered as a two-course bundle!
Analyzing Personal Finance Statements and Tax Returns
July 6, 2021 – July 9, 2021
8.40 NASBA CPE Hour(s)
This course teaches participants how to use tax returns and personal financial statements to determine a customer’s ability to repay a loan through cash flow as well as how to value their net assets in the event of liquidation. Cases include a discussion of individuals, partnerships, proprietorships, and small businesses. It is designed for lending and credit professionals who lend to individuals and small businesses, and rely on income tax returns and cash flow information to make credit decisions; however, this course can benefit all lenders trying to differentiate their services in the market. This virtual course is made up of three sessions – each of the three sessions is two 1/2 hours, from 1pm-3:30pm ET. Session 1: July 6, 2021 Session 2: July 7, 2021 Session 3: July 9, 2021.
Analyzing Business Tax Returns
August 16, 2021 – August 18, 2021
8.20 NASBA CPE Hour(s)
This course enables bank personnel to understand tax concepts relating to various business entities and the use of tax returns in estimating the customer’s ability to service debt, including how taxes influence cash flow and customer operations. Analyzing Business Tax Returns is designed primarily for commercial loan officers who lend to individuals and small businesses. Three sessions – each of the three sessions is two 1/2 hours, from 1:00pm-3:30pm ET. Session 1: August 16, 2021 Session 2: August 17, 2021 Session 3: August 18, 2021.