Advanced Tax Return Analysis for the Banker
Tax returns can be a great tool in terms of loan documentation for business customers, especially when you know how to use them. This seminar will provide the banker with an overview of several advanced tax return concepts and related analyses.
The seminar will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of both an LLC and an S corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.
The remainder of the seminar will cover the following pertinent tax topics related to business clients. Each topic will be presented from the perspective of more effectively working with the bank’s business customers.
Click here to download brochure.