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Coming Events:
| Program Title : |
What is that Personal Tax Return Telling Me? Form 1040, Schedules B, C & D |
| Date : |
Thursday, February 11th, 2010 |
| Time : |
3:00 - 4:30 PM Eastern Time |
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Download the Brochure. |
About The Program :
With the current economy, understanding the true cash flow of borrowers is important. This webinar will help take the mystery out of borrowers’ personal income tax returns. Take the mystery out of borrowers’ tax returns. No more guessing how much income your borrower is really earning. Learn how to identify actual cash flow quickly and reliably. Usually cash flow and taxable income are different. Overestimating the income from a tax return can lead you to approve a weak loan that could eventually cost you tens of thousands of dollars. Conversely, underestimating income on a tax return can lead you to deny good loans that your bank and your customer needs in this tough economy. This program will include many examples and will make the process of analyzing tax returns remarkably simple. DON’T MISS SCHEDULES E & FThis program is the first of two in a series. Watch for “What is that Personal Tax Return Telling Me? Schedules E & F” on Thursday, March 25, 2010.
Topics Covered :
- Schedule B Interest & Dividends: Identify recurring/non-recurring interest and dividend income
- Schedule C Sole Proprietorships: Recognize 4 forms of hidden income and 1 hidden expense
- Schedule D: Decipher income that won’t be received in the future and shouldn’t be considered
- Forms 6252 and 4797: How to identify hidden income from installment sales
About The Presenter : Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant who has taught lending personnel how to obtain monthly income from tax returns since 1992. Since 1996, Tim has been President of TEAM Resources, a firm that provides consulting, strategic planning and training to financial institutions from coast-to-coast. He is the author of the popular lending software “Lenders Tax Analyzer.” As a faculty member of two national financial professional schools on finance and tax and has spoken to tens of thousands of consumer, mortgage and commercial lending personnel.
Who Should Attend :
This informative session is designed for anyone in lending, including chief lending officers, CSRs, new accounts personnel, loan officers, loan underwriters, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
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Register For this Program Now!
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Program Fees:
| Live Webinar |
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VACB Member: $250
Non-Member: $500 |
| On-Demand Webcast with CD |
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VACB Member: $250
Non-Member: $500 |
| Live Webinar, on demand link and free CD |
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VACB Member: $275
Non-Member: $550 |
What is a Teleseminar / Webcast?
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This training method allows unlimited listeners on your office speaker phone. By choosing the webcast option,
participants will also be able to view online visuals as the presentation is delivered. Registrants receive a toll-free
number and pass code that will allow entrance to the seminar. The session will be one hour and fifteen minutes in length
with an additional fifteen minutes for questions and answers. Seminar materials will be sent prior to the broadcast along
with hook up instructions. Your pin number, hookup instructions and handouts can be emailed to you or sent U.S. Mail.
If you would like them emailed, you will need the most current version of Adobe Acrobat Reader, which is available for
free at www.adobe.com. Registration is not complete without payment of
fee. Upon payment of fee the hookup instructions will be forwarded to you for participation in our live Teleseminars / Webinars.
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