Personal Tax Return Analysis

Course Number: ABA

Course Code: ABA

Explains how to analyze tax returns to determine a projected income and explores income trends, recurring versus non-recurring income, and how tax returns can be used as a sales tool. ?

Re-versioned: October 2016

What You’ll Learn
After successfully completing this course, you will be able to:

-Identify income trends and non-recurring situations used in analysis, as well as cross-sell opportunities
-Analyze wage and tip income including the non-cash and pre-tax benefits associated with the source of income
-Analyze taxable and non-taxable interest and dividend income
-Describe and calculate the source of income information on Schedule C, capital gains and losses, and limited partnership income
-Differentiate the areas on Schedule E and calculate rental income

Audience: Bank personnel who are in a position to use personal tax returns from clients for lending analysis.

Prerequisites: None

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Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: 7.25 CLBB, CTFA(FP)

Length: 6 hours

ABA Training