Understanding and quantifying global cash flow is becoming more of a necessity for financial institutions that lend money to businesses. Understanding and analyzing information in personal income tax returns is an important aspect of recognizing the financial condition of loan guarantors. To accurately calculate global cash flow, a lender needs to know how to take information in personal tax returns and apply it correctly.
Lenders will learn how to interpret information in personal tax returns to determine the ability of customers who guarantee loans to add strength to loan requests. We'll work with individual federal tax return forms and schedules to help identify the places in tax returns that address cash flow, as well as those places that don't.
Learn what forms and schedules in personal tax returns you should pay attention to and what you should ignore.
Who Should Attend?
Credit Analysts, Loan Officers, Branch Managers, Loan Committee members
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.