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Registration for this event is open from: | Jan 21, 2021 12:00 - Sep 3, 2021 12:00 | |
Where: | Webinar, Recorded, Both Live/Recorded, (US). | |
Date: | Mar 3, 2021 - Mar 3, 2021 | |
Time: | 02:00 - 03:30 | |
Event description: | ||
Determining Cash Flow from Personal Tax Returns Part 2:Schedules D, E & F(90-minute webinar – recording also available) Wednesday, March 3, 2021 12:00 PM Pacific 1:00 PM Mountain 2:00 PM Central 3:00 PM Eastern Learn to discern the elusive cash flow from Schedules D, E and F of borrowers’ personal tax returns. The method taught in this program is easy and reliable. From asset sales, to rental properties, to partnerships and farms, you’ll be able to accurately assess the borrower’s cash flow. AFTER THIS WEBINAR YOU’LL BE ABLE TO:
WEBINAR DETAILS Determining cash flow from personal income tax returns is as important and challenging as ever. What does a lender need from a personal tax return? The cash flow that can repay your loan. With the information from this session, along with the free Lenders Tax Analyzer© software included with your registration, you will learn an easy, reliable method to convert a borrower’s personal tax return to an accurate cash flow statement. Part 2 of this two-part program will cover some of the most difficult income to analyze.
Note: This session is designed for consumer and commercial lenders. This method does not follow Fannie, Freddie, or QM rules used in mortgage lending. WHO SHOULD ATTEND? This session is designed for anyone in the lending area, including chief lending officers, CSRs, new accounts personnel, loan officers, loan underwriters, loan sales officers, credit analysts, loan processors, branch managers, CEOs, and other key lending staff. TAKE-AWAY TOOLKIT
DON’T MISS THESE RELATED WEBINARS! Calculating Cash Flow from Corporate Tax Returns on Wednesday, January 27, 2021 Calculating Cash Flow from S-Corporation & Partnership Tax Returns on Thursday, February 4, 2021 Determining Cash Flow from Personal Tax Returns Part 1: on Thursday, February 18, 2021 MEET THE PRESENTER - Tim Harrington, CPA, TEAM Resources Tim Harrington is President of TEAM Resources and has been a financial institution consultant for over 28 years. Tim has advised lenders on verifying income from tax returns since 1992, and consults with financial institutions nationwide on issues of strategy, profitability, and board governance. He speaks at nationwide conferences and has presented in Canada, Mexico, Puerto Rico, Jamaica, and the Virgin Islands. Tim is the author of the popular software, Lenders Tax Analyzer. In addition, his book “Eisenhower on Enlightened Leadership” has been used by management teams nationwide to improve leadership skills. He did his undergraduate studies at Gonzaga University and graduate studies at the University of Washington. THREE REGISTRATION OPTIONS – WHAT YOU GET 1. Live Webinar Includes
2. Recorded Webinar Includes
3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here. Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only. AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
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