Personal Tax Return Analysis

Course Number: Seminar

Course Code: CFT

**Materials included in tuition fee**

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.

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: n/a

Register Now

Member Price: $395.00
Non-Member Price: $425.00
Textbook Charge: $0.00

Credits: 0.50

Start Date: 08/20/2021
End Date: 08/20/2021
Length: 6 Hours
Start Time: 9:00 am
End Time: 4:00 pm
Day: Friday
Location/Room: Remote/Virtual

ABA Training