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Webinar: Basic Personal and Business Tax Return Analysis

May 18, 2026


Dates

Monday, May 18, 2026

Time

2:30 PM - 4:00 PM EDT

Early Bird Discount Deadline

Monday, May 18, 2026

Location

Webinar: Basic Personal and Business Tax Return Analysis Event Image

PROGRAM OVERVIEW

Interpreting tax returns is a critical but often challenging skill for lending and credit decisions.

This practical webinar breaks down personal and business tax returns, helping bankers confidently analyze borrower cash flow and financial strength. Attendees will gain clear guidance to reduce risk, spot red flags, and make better informed lending decisions

WHO SHOULD ATTEND?

Commercial lenders, credit analysts, mortgage lenders, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers.

WHAT YOU WILL LEARN

  • How to review and analyze personal 1040 tax returns, including schedules and K 1s. 
  • Techniques to analyze C corporation, S corporation, and partnership (LLC) tax returns and prepare cash flows. 
  • How recent tax code changes affect individual and business borrowers, including identifying potential risks and fraud.

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Registration Fees

Hotel/Meal Package

Agenda

Speakers

NameOrganizationSpeaking At

Sponsors

Continuing Education

Hotel

Packages

062625