Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates

Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates covers topics such as:

  • Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules
  • Basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms)
  • How the 1040 tax return can be used to market the bank’s products and services
  • Updates in the current tax code and how they affect a bank’s clients
  • Analyze business tax returns and prepare cash flows for these entities
  • The structure of a C corporation, S corporation, and Partnership (including LLC) tax return
  • Updates in the current tax code as they apply to businesses
  • Draw additional information from business returns including identifying fraudulent tax returns

Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates intended for:

  • Commercial Lenders
  • Loan Documentation Specialists
  • Credit Analysts
  • Branch Managers
  • Relationship Managers
  • Business Development Officers
  • Private Bankers
  • Compliance Managers and Officers
  • Bank Directors
  • Controllers
  • Risk Managers and Officers
  • Managers/Supervisors
  • Presidents/Vice Presidents
  • Marketing Personnel
  • Sales Representatives
  • Maintenance and Security Employees
  • Retail Businesses Owners
  • Business Vendors
  • Stock Room Personnel

Future Events

Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates 2020

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