Individual Tax Return Analysis: Cash Flow & Beyond


This is the course for private bankers, business bankers, wealth management advisors, and credit analysts who are working with complex personal tax returns. It focuses on the information to be gleaned from individual tax returns of borrowers and guarantors, and what those returns are "hiding" in terms of reliable cash flow to support future debt repayments.

 All the major tax forms found in a personal tax return are covered with extra attention afforded those forms having cash flow significance.

The course also brings the banker 'up to speed' on understanding the tax planning behind the numbers they see on the return. This gives the banker a competitive edge with the customer. 

Finally, you'll learn how to use the tax return to get a feel for the predictable, recurring cash flow of the borrower, guarantor.

What you get

  • Full Training Manual of case study tax returns, slides, suggested solutions
  • Excel template for 'NO QUESTIONS ASKED' Cash Flow Card

Recommended for:

  • Private Bankers
  • Premier Bankers
  • Wealth Management Professionals
  • Commercial Bankers relying on the personal guaranty of the business owner
  • Credit analysts who generate cash flow analyses 

Course Delivery

Live, in-house, bank sponsored

Michael G. Jellison, CPA comes to your bank and presents the two day course for your bankers. This saves you the travel costs for your bankers. And, because only your bankers are present, you can choose to have the course customized for your bank's procedures.

Minimum number of participants is 25.

Two consecutive days - 8:00 to 5:00 (or your custom hours)


Webinar (Available 2013)

Webinar delivery makes it possible for any banker to take the course. It's not dependent on bank sponsorship and the minimum participant requirement. It's the perfect solution for the single banker or the bank looking to train a limited number of participants. It's also the solution for the bank that initially opts for the live, in-house presentation and later needs to have a limited number of new hires take the course via the web.

Can't participate in the live Webinar? No problem. The live Webinar is recorded in full and you can access it on your own time frame.

Want to be notified by email when this Webinar course is released? This link does just that.

 

Downloadable copy of this page which includes a detailed list of course topics