eTrain Anytime Archives Purchasing Request

You are registering for an audio/visual presentation archived for your convenience.

Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted. Your archive will be sent to the email address provided within 5 business days from the date it was ordered. Your program's link and handout will be included in your confirmation letter. You will have unlimited viewing access for 60 days after you receive the archive link

 

PROGRAM DESCRIPTION

Making Sense of the Numbers
Reading & Understanding Income Tax Returns

How do you calculate a self-employed borrower’s actual cash flow and ability to repay a loan?

Tim Harrington, CPA, will help take the mystery out of your borrowers’ tax returns. You will learn how to ‘Cash Flow’ a personal Federal Form 1040 including, Sole Proprietor Income (Schedule C), Capital Gains and Losses (Schedule D), Rental and Royalty Income (Schedule E page 1), Partnership and S Corporation Income (Schedule E page 2) and more. 

With this information, you will have the knowledge and tools you need to make solid loan decisions on self-employed borrowers as you learn:

  • To determine a borrower’s true cash income from a personal tax return
  • How to identify hidden income that may qualify a borrower
  • How to identify hidden expenses that may disqualify a borrower
  • How to deal with a borrower who says “I really earn a lot more than this, but this is all I report to the IRS”
  • How to determine the real impact of rental income

FREE: A VERY SPECIAL GIFT!  All participants will receive a FREE copy of the popular LENDERS TAX ANALYZER© software to determine cash flow from personal income tax returns. The LTA software is used by hundreds of financial institutions nationwide and normally retails for $249.

Who should attend?

  • Chief Lending Officers
  • Loan Officers & Underwriters
  • Loan Processors
  • Member Service Representatives
  • Branch Managers
  • CEOs

Meet the presenter, Tim Harrington:
Tim Harrington is a CPA who uses his knowledge, wit and unpretentious delivery to make a “boring, old tax course” very interesting and informative. Tim has trained loan officers how to transform tax returns to useful cash flow statements since 1992. He has provided training for hundreds of credit unions and tens of thousands of their staff and volunteers nationwide. He has spoken for all the national credit union organizations and NCUA, as well as for credit union leagues in forty-eight states. In addition, Tim is on the faculty of the CUNA CU Finance for Volunteers School, CUNA Management School and the CUNA Volunteer Certification School.

Since 1996, Tim has been President of T.E.A.M. Resources, providing consulting, strategic planning, and training to large and small credit unions from coast-to-coast. Tim was formerly the Chairman of the Board of a $150 million credit union in Tucson, Arizona, and, prior to that, a Partner with the nation's 3rd largest auditor of credit unions.

 
Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
First Name   Last Name  
Title
Credit Union
Address
City State Zip
Phone#
Fax#
Price Option
Your E-mail Address
Webinar to participate in: eTrain: Reading & Understanding Income Tax Returns
 
Payment Options
Credit Card
  Amount to be charged:
  Card number:
  Expiration date: (mm/yyyy) /
  Cardholder's name:
(exactly as it appears on card)
  Cardholder's phone number: