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  • Posted in: RMA Member Forum

    I'm looking for guidance on analyzing tax returns for estates and trusts (Form 1041). We have a handful of clients that have assets under family trusts and complete this separate tax return, which we want to incorporate the cash flow in their personal ...

  • Posted in: RMA Member Forum

    Hi Laurie, please let me know whether you have received any feedback from your question directly. If you haven't, I'd be happy to reach out on your behalf to members of the Operational Risk, ERM and Mid-Tier Bank Councils. Best regards, Ed DeMarco ...

  • Posted in: RMA Member Forum

    Does anyone have experience with Revenue Based Financing and willing to share any underwriting guidelines you've used? Thank you. ------------------------------ Amber Harmicar Sr Credit Manager Lendistry Tustin CA (714)290 EXT 1484 ----------- ...

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