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Using Business Tax Returns to Analyze Lending Requests

Date: Thursday September 26th 10:00 am - 12:00 pm CT | Cost: $265 and 2.5 CE Credits

Using Business Tax Returns to Analyze Lending Requests

The only reliable financial information available from many businesses, especially small businesses, is contained in tax returns. When accountant-prepared financial statements are not available from businesses, lenders and credit analysts will often need to make a lending decision based on the information contained in those tax returns. This program will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.

Covered Topics:

- Relevant tax return schedules and forms for various types of businesses
- Identifying the cash inflows and outflows of businesses from tax returns
- Essential questions to ask when using the tax returns of businesses

Who Should Attend:

- Credit Analysts
- Loan Officers
- Branch Managers
- Loan Committee members
- Other personnel with a basic understanding of business credit analysis

Speaker: Vincent DiCara is currently the owner of DiCara Training and Consulting LLC which he established in January of 2013. Formerly, he was the co-owner and founder of Development Finance Training and Consulting, Inc. (DFTC) which he established in 2003. Mr. 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.

Webinar 34 Paid

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Using Business Tax Returns to Analyze Lending Requests

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