Tax Returns and Personal Financial Statements Webinar

This webinar focuses on understanding all the various corporate structures and the tax returns and personal financial statements they submit when they apply for a loan. The webinar will give you the confidence to examine these documents and determine if the applicant should have their loan request approved.

What You’ll Learn

• Understand the basics of corporate structure.
• Evaluate K-1 information to determine cash distributions.
• Understand how taxes influence cash flow.
• Examine how taxes influence the customer’s operations.
• Identify the most relevant sections of business tax returns that affect cash flow.
• Understand and interpret key information on the personal financial statement.
• Estimate and analyze cash flow from business tax returns, including C Corporations, S Corporations, Partnerships, Limited Liability Corporations, and Limited Liability Partnerships.

Who Should Attend
This session is ideal for commercial and consumer lenders, portfolio managers, relationship managers, and business bankers.