Personal Tax Return Analysis

$95.00

SKU: 10273 Category: Tag:

Description

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
  • Additional information

    Audience

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

    Credits

    7.25 CLBB, CTFA

    Member Price

    95.00

    Non-Member Price

    130.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

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