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eTrain: Reading & Understanding Income Tax Returns
Chances are, you’re seeing more and more self-employed loan applicants in this tough economy, including a whole new generation of young entrepreneurs who have now come into borrowing age. If they only have a tax return to verify their income, how do you determine their actual cash flow?
In this course Tim Harrington, CPA, will help you take the mystery out of tax returns as you study Federal Form 1040 including Schedules B (Interest and Dividend Income), Schedule C (Sole Proprietor Income), Schedule D (Capital Gains), Form 6252 (Installment Sales), Schedule E page 1 (Rental and Royalty Income), and Schedule E page 2 (Partnership and S Corporation Income).
Get the knowledge and tools you need to make solid loan decisions on self-employed applications as you learn:
- How to obtain cash flow from tax returns (tax returns show taxable income, not cash flow)
- How to determine if the borrower is really making money or if this is just a tax income
- How to analyze if they are really losing money or are just sheltering their income from taxes
- If they are self-employed, how much income the owners are taking out of the business
- Non-taxable forms of income that are true cash flow
- Expenses that reduce taxable income but are NOT negative cash flow
- One expense that is not deducted from a tax return that we have to deduct
A VERY SPECIAL GIFT! All participants will receive a FREE copy of the popular LENDERS TAX ANALYZER© software, used by lenders nationwide to determine cash flow from personal income tax returns. The LTA software normally retails at $239.
Who Should Attend?
- Chief Lending Officers
- Loan Officers & Underwriters
- Loan Processors
- Member Service Representatives
- Branch Managers
Meet the presenter, Tim Harrington:
Exploding the stereotype of his profession as a Certified Public Accountant, Tim Harrington is a dynamic public speaker. As an expert in the field of credit unions, he has used his knowledge, wit, and unpretentious delivery to provide consulting and training for thousands of credit unions and tens of thousands of credit union volunteers and staff members nationwide. Tim has made presentations for many national credit union organizations and NCUA, as well as for credit union leagues in forty-eight states, Puerto Rico, Canada and Mexico. In addition, Tim is on the faculty of the CUNA "CU Finance School for Non-Financial Managers and Volunteers" and the CUNA “Volunteer Certification School” and the CUNA “Management School.”
Since 1996, Tim has been President of T.E.A.M. Resources, a firm which provides 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, an Associate Partner with the nation's 3rd largest auditor of credit unions.
Tim has been teaching directors about financial statements for 20 years. After Tim's class, many directors have said "This is the first time I really understood what the financial statements were all about. You made it so clear.
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just for credit unions. You and your staff dont even
have to leave your office; the training comes to you! An
Internet connection and a separate phone line is all you
eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.
eTrains Webinar Series: Quality education brought
to your credit union at a low cost.
Want to know more about all the upcoming eTrain webinars?
Just call the League at (800) 472-1702, option 2.
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