Personal Tax Return Analysis

$395.00

SKU: 11013-1 Category: Tag:

Description

**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

Additional information

Audience

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

Start Date

8/3/22

End Date

8/3/22

Length

6 Hours

Time

9:00 AM

Credits

0.5

Member Price

395.00

Non-Member Price

450.00

Course Number

Seminar

Location

Remote/Virtual

Vendor

CFT

Course Code

CFT

Prerequisites

None

Day

Wednesday

End Time

4:00 PM

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