Tax Return Analysis

This program will cover both personal and business tax returns. We will take a look at small business and self-employed borrowers. Cash flow and global debt analysis will be covered. The primary focus will be on converting taxable income into effective income. The new instructor is Theron Green, Vice President/Consultant of Bankers Management Inc.

It is excellent preparation for those interested in attending The Southeastern School of Consumer Lending^SM. The workshop will address credit decision-making, as well as the human relations aspect of lending. It includes case studies and role-playing to acquaint attendees with effective interviewing skills and to improve credit decisions. It also includes discussion on the concepts of secured lending, an analysis of decision-making, and major changes to mortgage underwriting standards.

Continuing Education Credit
Attendees qualify for 6.5 hours of Continuing Professional Education (CPE) credit for all four sessions in the area of Specialized Knowledge.