5001 Spring Valley Rd, 1st Floor, Dallas, TX, USA

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Event Date Tue Mar 24 CDT (almost 2 years ago)
In your timezone (EST): Tue Mar 24 9:30am - Tue Mar 24 6:00pm
Location 5001 Spring Valley Rd, 1st Floor, Dallas, TX, USA
Region Americas

The objective of this course is to use tax returns and personal financial statements to determine a customer's ability to repay a loan through cash flow. Cases include a discussion of individuals, partnerships, proprietorships, and small businesses.

Who will benefit?
• A thorough knowledge of income tax returns and cash flow can benefit all lenders trying to differentiate their services in the market.
• Analyzing Personal Financial Statements and Tax Returns is designed for all lending and credit professionals who rely on this information to make credit decisions.

You will:
• Improve the quality of your portfolio using personal financial statements as a predictor of repayment.
• Strengthen the underlying asset value of your portfolio through an understanding of adjusted net worth.
• Identify the most relevant sections of the tax return that affect cash flow.
• Examine how taxes influence cash flow and the customer's operations.
• Analyze tax returns for individuals, partnerships, real estate transactions, and small businesses.
• Develop strategies for predicting future cash flow.