Format: Webinar


The following provides course information, as well as pricing, author, and educational credit information for the course you selected.

Course/Product Description
Title:

Using Personal Tax Returns For Global Cashflow: What's Cashflow And What Isn't

Description: Understanding and quantifying global cash flow is becoming more of a necessity for financial institutions that lend money to businesses.

Understanding and analyzing information in personal income tax returns is an important aspect of recognizing the financial condition of loan guarantors. To accurately calculate global cash flow, a lender needs to know how to take information in personal tax returns and apply it correctly.

Learning Objectives

Lenders will learn how to interpret information contained in personal tax returns to determine the ability of customers who guarantee loans to add strength to loan requests. We'll work with individual federal tax return forms and schedules to help identify the places in tax returns that address cash flow as well as places that don't.

Learn what forms and schedules in personal tax returns that they should pay attention to and what you should ignore.

Covered Topics Include:

  • Understanding those sections of the tax return that are important for determining a borrower's ability to generate cash flow
  • Identifying cash inflows and cash outflows from tax returns
  • The relevance of information contained in various tax schedules
  • The difference between cash flow and taxable income
  • Understanding how personal cash flow is generated from owning small businesses, sole proprietorships, partnerships, corporations and limited liability companies
Who Should Attend?

Credit Analysts, Loan Officers, Branch Managers and Loan Committee Members

About Your Presenter

Vincent DiCara has been involved in evaluating the credit needs of businesses for thirty years as a business advocate, lender, credit analyst, and trainer.

Since 1995, Mr. DiCara has developed and conducted a wide variety of training programs for individuals who work in the financial services industry sector. His training clients include organizations in the credit union, banking, economic development, and community development fields. Mr. DiCara's training programs have become known for their ability to foster an informal and participatory environment in which students are empowered to learn.

Licenses / Designations / Educational Credits: CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information






Currently Scheduled Dates For This Webcast

Course Title Date Price
Using Personal Tax Returns For Global Cashflow: What's Cashflow And What Isn't CD/On-Demand $295.00


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