Presenter: Richard Hamm, Advantage Consulting and Training
This 90-minute program will be presented live on: Pre-recorded
Recording available through: May 14, 2023
Bankers underwrite loans primarily from tax returns, particularly at the community bank level. What reported income on a personal tax return actually is cash flow? What items on a Schedule K-1 involve cash inflows and outflows to our customer? Using case examples and worksheets, this seminar covers how to analyze personal tax returns to develop cash flow within a simple, logical and consistent framework. It provides the tools needed to reduce voluminous amounts of forms and schedules into a concise, relevant picture of cash flow, focusing on personal situations where pass-through entity items are reported in the tax return.
Specific subjects that will be covered during the seminar:
Target Audience: Branch managers, consumer lenders, mortgage bankers, private bankers, small business lenders, commercial lenders, credit analysts, loan review specialists, special assets officers, lending managers and credit officers