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Analyzing Business Tax Returns enables bank personnel to understand tax concepts relating to various business entities and the use of tax returns in estimating the customer’s ability to service debt, including how taxes influence cash flow and customer operations. Through a mix of case studies, small group activities, and active discussions, participants are better prepared to apply the content learned when they return to their jobs. After completing Analyzing Business Tax Returns, participants will be able to:
- Identify key differences between financial statements and tax returns
- Identify the characteristics, advantages, and disadvantages of C corporations, S corporations, partnerships, and LLCs
- Follow the steps of the cash flow estimation process
- Identify key content in tax forms relevant to credit and cash flow analysis
- Apply fundamental tax principles
- Estimate cash flow from business activities
- Estimate debt service coverage
- Make appropriate adjustments to estimate future cash flow
Credit Analyst Series includes the following courses:
Thursday, June 3rd – Basic Financial Statements
Thursday, June 17th – What Flavor is Your Cash Flow?
Friday, July 12th – Personal Financial Statements & Tax Returns
Friday, July 23rd – Loan Documentation, Structure, Collateral
August 16th – August 18th – NATIONAL – Business Tax Returns
Thursday, September 9th – Writing About the Risk…Elements of an Effective Credit Analysis
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