Analyzing Business Tax Returns – 6 Webinar Series

Description

Webinar Series: 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 encounter in credit union business lending.

Through practical instruction, real-world examples, and hands-on exercises – learn how to interpret financial information, calculate cash flow and DSCR, and identify key indicators of business performance and repayment ability. This series will help you gain a clear understanding of how tax returns reflect a borrower’s true financial condition.

Register for the entire 6-webinar series and receive 25% off! 

Each of the 6 sessions will cover a specific tax form and business entity structure including:

• April 1, 2026 – Form 1040 for Individuals
• April 15, 2026 – Schedule C for Sole Proprietors
• April 29, 2026 – Form 1065 for Partnerships and LLCs
• May 6, 2026 – 1120s for S Corporations
• May 27, 2026 – 8825 and Schedule E for Income-Producing Real Estate
• June 9, 2026 – Schedule K-1 for Business Owners

All webinars will take place at 11:00 a.m. Pacific time on the dates above and will last for 60 minutes. 

If you want to register for only one webinar in the series, please check our calendar for those listings.

Purchase Terms & Conditions

At checkout, please include the names and emails of the attendees you would like to attendee the series sessions live. Each attendee will need their own unique login link for access to the live webinar. A recording will be made available after the live session to attendees registered for the series.

Educational materials are proprietary and are not to be shared outside of the purchasing credit union.