Personal Tax Return Analysis

Course Number: Seminar

Course Code:

**E-book 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

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

Credits: 0.50

Length: 6 Hours

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