December 9, 2010 - One-Site, One-Day Only  
Barrett Training Center, Nashville

Early registration deadline has been extended to December 2.

PROGRAM INSTRUCTOR:  John Barrickman

Small business lenders often rely on tax returns when analyzing a borrower. Tax returns can provide significant information to assess the small business borrower’s credit worthiness and repayment capacity if the lender knows what information to request and analyze. The schedules such as Schedules K, K-1, M-1, and M-2 can be confusing. Further complicating the analysis of tax returns of borrowers organized as S Corporations and LLCs, many items of income and expense flow through to the shareholder’s, partner’s and member’s personal tax return.

This workshop will use case studies to demonstrate how to interpret business tax returns and use the information to analyze a new loan request or monitor an ongoing lending relationship.

SCHEDULE:

8:30 am    Registration
9:00 am    Program begins
Noon        Lunch
1:00 pm     Program resumes
4:00 pm     Adjourn

CONTINUING EDUCATION CREDIT: 6.5 hours CPE credit and 6.5 hours ICB credit