Using tax returns to estimate repayment ability
Analyzing Business Tax Returns teaches you how to understand tax concepts relating 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 taxes influence 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 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.
- Review the tax return most relevant for cash flow estimation.
- Know which sections of the tax return can be ignored.
- Approximate the business 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.
- Analyze how taxes influence cash flow.
You should have a thorough knowledge of financial accounting.
This course requires you to complete a precourse assignment that should take approximately one hour.
All scheduled dates for this event are listed below. If there are no dates listed we do not currently have this event scheduled.