Tax Return Analysis

Webinar

Tax Return Analysis

Oct 8, 2026 | 11:00 am ET • 10:00 am CT | Webinar

Assessing income for borrowers with multiple entities is often complex, requiring a clear understanding of each business’s cash flow and overall holdings.

This session explores two borrower scenarios, a simple multiple-entity relationship and a complex real estate investor, to demonstrate methods for evaluating risk, interpreting tax forms, and analyzing total cash flow. Emphasis will be placed on qualitative analysis and key questions to deepen your insight into borrower credit.

Ideal for bankers of all experience levels, this session provides practical tools to confidently assess multi-entity income and risk.

Learning Objectives:

  • Evaluate the overall risk within a borrower’s multiple entity holdings.

  • Interpret key tax forms accurately.

  • Develop a structured process to analyze total cash flow across multiple entities.

Duration: 60-minutes

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Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $279


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $479


Unlimited Webinar Pass subscription: $0

Attendance & Cancellation Policy:

  • Full payment is required prior to live webinar attendance. A webinar on-demand will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A webinar on-demand purchase cannot be cancelled once the order has been processed and the product is available to use. Webinars on-demand are available for two years from the recorded date.
  • 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. No refunds will be issued once the bank has received webinar materials or after the start date.

For more information, call 800-422-7285 or email [email protected].

Who should attend: Commercial Lending, Credit Administration, Lending, Business Banking

Prerequisites: Basic knowledge of banking.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1

Continuing Professional Education Credit (CPE) Requirements (if applicable)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

For more information, call 800-422-7285 or email [email protected].

NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

brad stevens
Brad Stevens

President

Stevens Risk Management LLC

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