Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!
Bank personnel are required to obtain and properly interpret tax returns for consumer, mortgage, and commercial lending purposes.

The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.

The objectives of the first part of the webinar consist of the following:

• Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
  
• Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules, and
  
• Discuss recent changes in the tax code, including the OBBB (One Big Beautiful Bill), and how they affect the bank's "individual" borrowers/guarantors.

The second part includes:

• Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
  
• Analyze business tax returns and prepare cash flows for these entities,
  
• Review tax returns and technology issues, identify fraudulent returns, and describe how tax returns can be used to better market the bank's products and services, and
  
• Discuss updates in the tax code and how they apply to businesses.

Audience
Commercial lenders, credit analysts, mortgage lenders, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers