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Analyzing Personal Financial Statements and Tax Returns

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Prof. Dev. Course: In-Person


6/20/2024 - 6/20/2024

Registration Fees

Members $475
Nonmembers $875

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Item Details

Site Location:
Renasant Bank
5575 Poplar Avenue
Memphis, TN 38119
First Floor Community Room


Co-Sponsored by the Memphis Chapter

Date & Time: June 20, 2024 8:30AM - 5:00PM CT

Analyzing Personal Financial Statements and Tax Returns has been designed to teach bank personnel how to use tax returns and personal financial statements to help estimate the customer’s ability to service debt and to determine the value of the customer’s net assets in the event of liquidation. 

This fundamental program consists of the following aspects of analyzing personal financial statements and tax returns: evaluating personal financial statements to determine resources available to pay loans; estimating cash flow from personal tax returns for customers with personal investments, or ownership shares in businesses, and involved in partnerships; and determining how taxes influence cash flow and the customer’s operations. 

To aid in the process of learning personal cash flow analysis, participants study three cases. Personal financial statements, tax return forms, and cash flow worksheets are included as part of the case materials. This course is designed primarily for credit analysts and commercial loan officers who lend to individuals and small business. However, all bankers who need to increase their understanding of income tax returns and cash flow will benefit from attending this course. Participants are expected to have a thorough knowledge of financial accounting.