Tax Return Analysis, A Global Perspective

Taxes

Tax Return Analysis, A Global Perspective

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

Building an accurate income assessment of a multiple entity borrower has always been challenging. Determining the cash generated by individual businesses while also understanding the condition of each borrower's holdings can be a struggle even with complete information.

Building an accurate income assessment of a multiple entity borrower has always been challenging. Determining the cash generated by individual businesses while also understanding the condition of each borrower's holdings can be a struggle even with complete information.

This webinar examines two borrower scenarios: a typical, simple multiple entity relationship and a complex real estate investor. We will explore methods to evaluate overall risk in the holdings, interpret tax forms, and establish a process to understand the cash flow in total.

Moving beyond numbers, qualitative analysis will be emphasized. We will end by reviewing a list of questions to ask the borrower that will give you a better understanding of their credit. This webinar will be helpful for all levels of bankers from experienced lenders to analysts just starting out.

Learning Objectives

  • Learn to assess the overall risk in the holdings.
  • Understand the tax forms.
  • Learn how to formulate a process to understand the cash flow.

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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