Personal and Business Tax Return Analysis, Tracing the Numbers and the Forms

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Personal and Business Tax Return Analysis, Tracing the Numbers and the Forms

Jul 11, 2023 | 11:00 am ET • 10:00 am CT | Webinar

Navigating tax returns has never been enjoyable. The complexity of the various forms, the flow of information, as well as the size of many borrowers' returns can be intimidating. This webinar will assist you in understanding the core information you need to accurately assess the cash income of your borrower.

Participants start with form 1040 and work through each schedule. Along with the 1065 and 1120 forms, attendees learn what to look for and what questions to ask borrowers.

Each borrower is different, and each circumstance requires particular insights. The key is moving to a qualitative analysis which will bring up the right questions to ask that aid in building the final cash income number.

This webinar is helpful for all levels of bankers from experienced lenders to analysts just starting out.

Learning Objectives:

  • Knowledge of assessing a borrower's cash income.
  • Learn what to look for on a borrower's tax forms.
  • Learn what questions you should be asking regarding a borrower's tax forms.

Duration: 60-minutes

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Pricing

ICBA Members: $199

Nonmembers: $299

Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Who should attend: Commercial Lenders, Credit Analysts, Consumer Lenders, Mortgage Lenders, Loan Documentation Specialists, Branch Managers, Assistant Branch Managers, Private Bankers, and Business Development Officers

Prerequisites: None

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

CPE Credit Hours: 1

brad stevens

Brad Stevens

President

Stevens Risk Management LLC

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

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