Date: March 19 , 2024
Time: 11:00 a.m. Pacific
Duration: 75 minutes
Having a thorough understanding of all borrower and guarantor investments, especially in real estate, is vital for an accurate financial analysis. Reviewing borrower and guarantor K-1s is critical for gaining a complete picture of cash flow and the impact of any related entities.
The Schedule K-1 tax form reports a partner’s share of a business’ profits, losses, deductions, and credits to the IRS. Join CUBG as we explore S-Corp and LLC K-1s, two of the most common types credit unions encounter. We’ll share how to identify and analyze business cash and income that passes through to owners and how you can assess the health of related entities.
This webinar will discuss:
– Section 179 depreciation
– Owner’s equity
– Global cash flow for multiple K-1s
For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access.
A recording of the session is also available for full-team access registrations upon request. For individual registrations for webinars, the recording will be available to purchase after the session. If you registered as an individual, you can request a discount code to use on the recording purchase.
Educational materials are proprietary and are not to be shared outside of the purchasing credit union.