Tax Return Analysis for the Consumer Lender

Recorded: August 3, 2021     

This seminar will assist the consumer lender in correctly analyzing the borrower's "personal cash flow" generated from their personal income, business income, and/or investment activities.

The analysis will include the 1040 tax form and Schedule A (itemized deductions), Schedule B (interest & dividends), Schedule C (business income from a sole proprietor or single-member LLC), Schedule D (capital gains/losses), Schedule E (rental real estate), and Schedule F (farm income).

The session will also include how to properly determine the borrower’s "personal cash flow" derived from the 1040 tax return, including the various schedules, and the K-1 form (from a multi-member LLC and/or S corporation).

The seminar concepts will be summarized through two case studies. Additionally, the session will conclude with a review of the recent changes in the tax code (Tax Cuts and Jobs Act) and how they can impact the consumer borrower.

Objectives:

• Analyze the borrower’s personal cash flow derived from their personal income, business income, and/or investments
• Review the 1040 tax form and Schedule A, B, C, D, E, and F
• Determine personal cash flow from the 1040 tax return including the schedules and K-1 forms (LLC and S corporations)
• Summarize the seminar material via case studies
• Cover the recent changes in the tax code including the Tax Cuts and Jobs Act

• Your registration includes:
• A copy of the presentation materials
• Unlimited video replay

Refund Policy:

If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.

CBANC Complaint Policy:

The goal of CBANC Education is to provide quality educational content and excellent service to our users.  If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.