Analyzing Business Tax Returns and Analyzing Personal Financial Statements & Tax Returns
October 6 & 7, 2014
Little Rock, Arkansas
Hosted by Simmons First National Bank - Downtown LR
RMA - Course Info - ABTR APFS.pdf
Analyzing Business Tax Returns teaches the participant how to understand tax concepts related to various business entities and how to use tax returns to help estimate the customer's ability to service debt. This basic course presents several aspects of analyzing tax returns, including estimating cash flow from tax returns and determining how taxes influence cash flow and the customer's operations. The course addresses all types of business entities—C-corp, S-corp, LLP, and LLC—using various scenarios.
Who will benefit?
This course is designed for commercial loan officers who lend to individuals and small businesses. However, all bankers who need to increase their understanding of income tax returns and cash flow will benefit from attending this course.
■ Review the tax return most relevant for cash flow estimation.
■ Know which sections of the tax return can be ignored.
■ Approximate the business's cash flow using a worksheet and develop the ability to use the system on the job.
■ Develop strategies for predicting future cash flow.
■ Estimate and analyze cash flow from business tax returns.
■ Analyze tax fundamentals.
■ Understand how taxes influence cash flow.
■ Examine how taxes influence the customer's operations.
NOTE: These claseses can be taken together or seperate.
RMA Centennial Celebration Discount for our members (Associate Members, Nonassociates at member institutions, and Professional Members). Celebrate 100 years of RMA with $100 off this course! Simply enter promotional code RMA100 at Checkout to apply the discount ($25 online registration discount does not apply).
Continuing Education Credits:
NASBA CPE Hours: 8.0
Please visit our Training Page for details