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Navigating and interpreting tax returns can be a complex and daunting task for bank personnel. It is critical you possess the knowledge and tools needed to confidently analyze both personal and business tax returns for lending purposes.
Designed for those involved in consumer, mortgage, and commercial lending, this session will break down aspects of tax documents to ensure accurate assessments and informed decision-making.
This webinar is divided into two distinct parts to provide a structured approach, allowing for easier mastery and comprehension of both personal and business tax return analysis.
Part One Learning Objectives:
Review the structure of the personal 1040 federal tax return, including key schedules and K-1 forms.
Prepare a personal cash flow from information gleaned from the 1040 and related schedules.
Examine recent tax code changes and their impact on individual borrowers and guarantors.
Leverage personal tax return data to market the bank’s products and services.
Part Two Learning Objectives:
Understand the structure of C corporation, S corporation, and partnership (LLC) tax returns.
Analyze business tax returns and prepare cash flows for these entities.
Identify red flags and potential fraud in business tax returns.
Review tax code updates and proposed legislation impacting businesses.
Duration: 90 minutes
ICBA Members
Live: $209
On-Demand: $229
Live + On-Demand: $249
Non-Members
Live: $309
On-Demand: $329
Live + On-Demand: $449
Unlimited Webinar Pass subscription: $0
*View CPE Credit Hours in the “Who Should Attend” section.
For more information, call 800-422-7285 or email education@icba.org.
Who should attend: Commercial Lenders, Credit Analysts, Mortgage Lenders, Consumer Lenders, Loan Documentation Specialists, Branch Managers, Assistant Branch Managers, Private Bankers, Business Development Officers
Prerequisites: Basic knowledge of banking and lending.
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based.
CPE Credit Hours: 1.5
For more information, call 800-422-7285 or email education@icba.org.
ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
Osburn & Associates, LLC
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