Personal Tax Return Analysis

Course
Description:

This course teaches students the basics of analyzing personal tax returns. It begins with a discussion about analyzing personal tax returns to determine a projected income. Students will learn about income trends, recurring versus non-recurring income, and how tax returns can be used as a sales tool. By the end of the course students should be confident in analyzing personal tax returns.

Audience:

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

Objectives:

After completing this course, students will be able to:

  • Describe what constitutes a complete tax return and how to identify signs of fraud
  • Identify income trends and non-recurring situations used in analysis
  • Describe the areas on tax returns that can be used to identify 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
  • Explain and calculate capital gains and losses
  • Differentiate the areas on Schedule E and calculate rental income
  • Calculate limited partnership income.

 

Delivery Options:

 This course can be delivered in the classroom and is also a self-paced online course

Note:  Personal Tax Return Analysis is printed on demand as ordered.  The Participant's Handbook(s) and Trainers Guide may not be returned to ABA.

Participant's Handbook (c) 2006
Catalog #3003782
$73.50  List Price
$47.25  Member Discount

Trainer's Guide
Catalog #3003812
$135  List Price
$  95  Member Discount


For more information about this product, please contact Customer Service .