WR Seminar: Analyzing Complex Tax Returns
11/04/2014 - 11/04/2014
Newport Beach, CA
Program Time: 8:30 a.m. - 4:30 p.m.
Analytical skills and sound judgment are necessary when evaluating the complex tax returns. Accountants for the self-employed and contract employees are experts at reducing their client’s tax liabilities by minimizing their current net income. The tax return reveals the borrowers taxable income, but lenders really looking for the CASH FLOW as this is what will be used to pay back the loan. It’s imperative that Participants understand how to figure income and what income is allowable per secondary market and bank policies and procedures.
Participants of this course will learn to comprehend and analyze difficult evaluate tax documents for and Individual Income and business Income Tax returns (including Corporate Tax returns).
Increased familiarity of Tax Forms including but limited to:
Instructor: Greg Jordan Sr.
Who should attend: Loan Officers, Underwriters, Processors, Credit Analysts, In Line Quality Assurance (ILQA) teams, Managers and anyone with who performs credit analysis.
7.5 CPE Credits
Program Level: Basic-Intermediate