Webinar Package: Analyzing Business Tax Returns Tax returns are the primary financial statements used to analyze business loans. This series will equip you with the skills and confidence needed to effectively analyze personal and business tax returns as part of the underwriting process. Learn about the most common business structures and tax returns you will…
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Duration: 60 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from May 6, 2026 will equip you with the skills and confidence needed to effectively analyze 1120s for S Corporations as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and hands-on exercises,…
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Duration: 58 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 1, 2026 will equip you with the skills and confidence needed to effectively analyze Form 1040 for Individuals as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 59 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 29, 2026 will equip you with the skills and confidence needed to effectively analyze Form 1065 for Partnerships and LLCs as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 56 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from May 27, 2026 will equip you with the skills and confidence needed to effectively analyze Form 8825 and Schedule E as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 60 minutes Tax returns are the primary financial statements used to analyze business loans. This webinar from April 15, 2026 will equip you with the skills and confidence needed to effectively analyze Schedule C for Sole Proprietors as part of the underwriting process in credit union business lending. Through practical instruction, real-world examples, and…
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Duration: 63 minutes Having a thorough understanding of all borrower and guarantor investments is vital for an accurate financial analysis. To fully assess cash flow and the impact of related entities, it’s critical to review borrower and guarantor K-1s. The Schedule K-1 tax form reports a partner’s share of a business’ profits, losses, deductions, and…
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Duration: 60 minutes IRS Schedule F can provide critical insights into the financial performance, cash flow, and repayment capacity of agricultural borrowers. In this one-hour webinar from September 29, 2026, learn how to interpret Schedule F tax returns, evaluate farm income and expenses, identify trends in profitability, assess repayment sources, and recognize potential underwriting…
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