Personal Tax Return Analysis

Course Number: PTRA1

Course Code: ABA 005

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. ​

After completing this course, students 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: n/a

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

Credits: 7.25 CLBB, CFTA (FP)

Length: 6 hours

ABA Training