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Upcoming Training

Basic Personal & Business Tax Return Analysis

Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.

Time: 90 minutes

Learning Objectives - Part 1:

  1. Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
  2. Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules,
  3. Discuss recent changes in the tax code including the “Tax Cuts and Jobs Act” (TCJA) and how they affect the bank’s clients, and 4)Describe how the 1040 tax return can be used to market the bank’s products and services.

Learning Obectives - Part 2:

  1. Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return
  2. Analyze business tax returns and prepare cash flows for these entities,
  3. Draw additional information from the business returns including identifying fraudulent tax returns
  4. Discuss updates in the tax code including the TCJA as they apply to businesses.