Tax Bundle: Option 2
List Price
$1,990
Member Price
$1,317
Event Id:
688008697
Product code:
222003-21
Date:
7/6/2021 - 8/18/2021
Registration Fees
| Members | $1,317 |
|---|---|
| Nonmembers | $1,990 |
Members qualify for savings.
Log in to see if you qualify for a lower rate, or become a member to save as much as $673 or more.
Item Details
Now offered as a three-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.
Global Cash Flow I
August 3, 2021 – August 5, 2021
9.60 NASBA CPE Hour(s)
This course provides participants with a commercial lending risk assessment tool to 1) estimate the probability of loan repayment from a business and its owners as borrowers or guarantors, and 2) make an informed credit decision by combining the information in the business and personal cash flow statements to determine whether the combined global cash flow is sufficient to service the debt of the business, its owners, and its guarantors. Three sessions – each of the three sessions is two hours, from 1pm-3pm ET. Session 1: August 3, 2021 Session 2: August 4, 2021 Session 3: August 5, 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.