Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates 2019 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 2019 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