Using Business Tax Returns to Analyze Lending Requests

Sep 24, 2018 02:30pm -
Sep 24, 2018 04:30pm
(GMT-5)

Event Description

The only reliable financial information available from many businesses, especially small businesses, is contained in tax returns. When accountant-prepared financial statements are not available from businesses, lenders and credit analysts will often need to make a lending decision based on the information contained in those tax returns. This program will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.

Topics Covered:

  • Relevant tax return schedules and forms for various types of businesses
  • Identifying the cash inflows and outflows of businesses from tax returns
  • Essential questions to ask when using the tax returns of businesses

Who Should Attend?

Credit Analysts, Loan Officers, Branch Managers, Loan Committee members, other personnel with basic understanding of business credit analysis

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Sep 07, 2018.
Regular registration starts on Sep 08, 2018 and ends on Mar 26, 2019.
Late registration starts on Mar 27, 2019.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 On Demand Link & "FREE" CD Rom
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live & On Demand Link (Includes CD Rom)
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00