VIRTUAL Credit Analyst Series~Business Tax Returns (National Course)

Starts:  Aug 16, 2021 12:00 PM (CT)
Ends:  Aug 18, 2021 2:30 PM (CT)
Associated with  Wisconsin


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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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Location

Online Instructions:
Url: http://zoom.us
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Contact

Erica Deren
630-330-1348
erica@rmawi.org