Education & Events
Determining Cash Flow from Personal Tax Returns After 2018 Tax Reform Part 2: Schedules D, E & F
Monday, February 25, 2019, 3:00 - 4:30 pm
This is the biggest change in some tax forms in 20 years!
With the 2018 Tax Cuts and Jobs
Designed for consumer and commercial lenders, this two-part series will teach you an easy, reliable method to convert a borrower’s personal tax return (Form 1040) into a cash flow statement using the free software included with this course. Part 2 will cover Schedule D (Capital Gains and Losses), Schedule E Page 1 (Rental Real Estate and Royalties), Schedule E Page 2 (Income or Loss From Partnerships and S Corporations), and Schedule F (Profit or Loss From Farming). (Note: This method does not follow Fannie, Freddie, or QM rules used in mortgage lending.)
- Schedule D: Are these sales/gains recurring, qualifying incomes or one-time gains?
- Schedule E Page 1: More than adding back depreciation, find the real cash flow from rentals and royalties
- Schedule E Page 2: Most information ‘passed through’ from partnerships or S corps doesn’t represent cash flow – learn to distinguish phantom income from real cash flow
- Schedule F: How to identify hidden income in farm tax returns
- TAKE-AWAY TOOLKIT
- Free copy of Lenders Tax Analyzer© software
- Employee training log
- Quiz to measure staff learning and a separate answer key
ABOUT THE PRESENTER – S. Wayne Linder, Young & Associates, Inc.
A thirty-year banking veteran, Wayne Linder was formerly the CEO of a community bank. As a Senior Consultant with Young & Associates, Wayne works as a lending and management consultant. He assists financial institutions under regulatory enforcement agreements, develops and implements written lending policies, and develops educational material for in-house lending training. Wayne is a popular seminar speaker with both national and international experience.
Involved with financial institutions since 1989, Mary-Lou has over 20 years’ compliance experience. Before starting Compliance Plus in 2000, she spent five years working as a loan officer, marketer, and collector. She also worked at a state trade association for seven years providing compliance assistance and advising on state and federal legislative issues that affect financial institutions.
WHO SHOULD ATTEND
This informative session is designed for anyone in the lending area including chief lending officers, service representatives, loan sales staff, new accounts personnel, loan officers, loan underwriters, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.
$255.00 Single Location
$150.00 Each Additional Location
Recorded Webinar & Free Digital Download
Premiere Package (Live & Recorded Webinar with Free Digital Download)
DON’T MISS PART 1!
This program is the second of two in a series
Determining Cash Flow from Personal Tax Returns After 2018 Tax Reform Part 1: Newly Revised Form 1040 & Schedules B & C
Thursday, January 24, 2019
All webinars are available for six months after broadcast
If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or email@example.com
Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.