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What Is That Corporate Tax Return Telling Me?*

Type: Phone/Webcast
Date: 08/05/2010 thru 08/05/2010
Location: Your Office, 2-3:30 CT,
Event Contact: awhitaker@kybanks.com

The corporate tax return is one of the most straight-forward and easy-to-understand tax forms that lenders review. However, Form 1120 is designed to report corporate taxable income and allowable expenses - not cash flow. As a lender, you must translate the taxable items into cash flow to determine the borrower's repayment ability. This program will help take the mystery out of this tax return and help you quickly and reliably identify the borrower's actual monthly cash flow. In addition, you will learn to calculate the global cash flow of the owner(s) and the business combined.

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 needs in this tough economy. This program will make the process of analyzing corporate tax returns simple and understandable.

HIGHLIGHTS

Assess cash flow from the income statement

Convert an Accrual Basis tax return to Cash Basis

Determine whether gains on sales of investments or business property are recurring or "one-time" sales to be ignored

Identify how much the owners are taking out of the business in salaries, dividends, and loans

Calculate key business ratios and global cash flow from tax returns

WHY SHOULD YOU PARTICIPATE
This session is a cost-effective way for lenders to learn skills and techniques to simplify analyzing a corporate borrower's tax return and reliably determine cash flow/income. You may train as many individuals as you like for one set price. There will be no travel costs and no time lost from work.

WHO SHOULD ATTEND
This informative session is designed for anyone in lending, including chief lending officers, FSRs, CSRs, new accounts personnel, loan officers, loan underwriters, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.

TO REGISTER
Online registration is available below. We encourage you to use the online system, but if you prefer paper, click here for a printable program brochure with registration form.

ABOUT THE PRESENTER
Tim Harrington is a Certified Public Accountant. Since 1992, he has taught lending personnel how to obtain monthly income from tax returns. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast. As a faculty member of two CUNA schools on finance and tax, Tim has consulted with, and provided training for, hundreds of financial institutions. In addition, he is the author of the popular lending software "Lenders Tax Analyzer."

WHAT IS A WEBINAR/ON-DEMAND WEB LINK
The LIVE WEBINAR allows 1 phone connection and 1 Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. Registrants will receive a toll-free number and pass code allowing entrance to the webinar. The session will be approximately 90 minutes in length, including question and answer sessions. The pin number, hookup instructions and handouts will be emailed 3-5 business days prior to the webinar. Registrants will need the most current version of Adobe Acrobat Reader, which is available free at www.adobe.com.

The ON-DEMAND WEB LINK is a recording of the live webinar, including audio, visuals and handouts. The presenter's email address is also provided for follow-up questions. Within 5 business days, following the webinar, registrants will be provided with a web link that can be viewed anytime 24/7 for 6 months (the link will expire 6 months after the live program date). AS AN ADDED BONUS, registrants will also receive a FREE CD. The CD includes the original audio/visual presentation, question and answer sessions and handouts. CD for PC use only.

e-Events : Event Registration Detail

Event Location

Your Office, 2-3:30 CT

Registration Fees


	KBA Live Webinar & Written Materials $255
	KBA On-Demand Web Link (Plus FREE CD) $275
	Non-Member Pricing


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