Understanding Federal Tax Returns eSchool 2023
Understanding Federal Tax Returns eSchool 2023
Overview
Do you review members’ tax returns to calculate income for consumer loans, small business loans, or mortgage loans? Are the numerous tax forms and schedules overwhelming? If so, this webinar series is designed for you.
This comprehensive three-part course will demystify the various tax forms and explain the key items used to calculate income for self-employed borrowers and members with diverse income sources. You’ll learn about add-backs for non-cash items and identify true cash flow from related entity sources.
Gain the confidence to accurately interpret the financial picture presented by tax returns, enabling you to better assess a member’s or applicant’s income and financial condition. Attend all three live sessions or watch the recordings at your convenience, as each session builds upon the previous one.
This event is endorsed by Lending Council.
Who should attendLenders, account opening representatives, operations staff, and more will benefit from the information shared during this webinar series. |
This learning opportunity is part of the complete Training Bundle series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Schedule
Speaker: Crystal Dowd
We begin by reviewing Federal Tax Form 1040, as well as Schedules A, B, C, & D. You will learn the purpose of each form and which information is necessary to calculate income when the business schedules are used.
Speaker: Crystal Dowd
Next, we will continue our review of Federal Tax Form 1040, and look at more schedules and tax statements, including Schedules E, F, K-1 Statements and W2 Statements. You will learn the purpose of each form and which information is necessary to calculate income when the business schedules are used.
Speaker: Crystal Dowd
We conclude by focusing on specific tax forms used by certain types of entities and businesses. We will explain Federal Tax Form 1065, 1120 & 1120S, and 990. You will learn about various entity types and which forms are filed by each entity along with where to locate pertinent information for calculation of income within these various tax forms.
Pricing & Registration
Member
Non-Member
Understanding Federal Tax Returns eSchool 2023 | On Demand
Understanding Federal Tax Returns eSchool 2023 | On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
How to access
Our webinars and eSchools use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Cancellations
Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective Products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions please contact hello@americascreditunions.org.
.png.webp?w=640&itok=Y8xcvNyN)