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

Topics

• 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

Who should Attend

• 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