Personal Tax Return Analysis
Course Catalog | Registration
Personal Tax Return Analysis is designed to teach students the basics of analyzing personal tax returns. The course 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.
| Price |
$130 Nonmembers / $95 Members |
| Course Credits |
AIB: 0.25 ; ICB: 9.75 CLBB, CTFA/PFI |
| Prerequisites |
None, although familiarity with general banking practices is recommended |
| Required Software |
None |
| Optional Software |
Adobe Acrobat Reader and RealPlayer |
Audience
Bank personnel who are in a position to use personal tax returns from clients for lending analysis.
Learning 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
Questions? Please contact training@aba.com for more information.
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