Personal Tax Return Analysis

Course Number: ABA

Course Code: ABA

Explains how to analyze tax returns to determine a projected income and explores income trends, recurring versus non-recurring income, and how tax returns can be used as a sales tool.  

What You’ll Learn

After successfully completing this course, you will be able to:

  • Identify income trends and non-recurring situations used in analysis, as well as cross-sell opportunities
  • Analyze wage and tip income including the non-cash and pre-tax benefits associated with the source of income 
  • Analyze taxable and non-taxable interest and dividend income 
  • Describe and calculate the source of income information on Schedule C, capital gains and losses, and limited partnership income 
  • Differentiate the areas on Schedule E and calculate rental income

Audience: Bank personnel who are in a position to use personal tax returns from clients for lending analysis.

Prerequisites: None

Register Now

Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: 7.25 CLBB, CTFA


ABA Training