Webinar Series - U.S. Personal Tax Return Analysis

Webinar Series
U.S. Personal Tax Return Analysis
A Series of Three, 90-Minute Instructional Web Seminars

August 12, 14, 19, 2008
12:00 PM – 1:30 PM EDT / 11:00 AM – 12:30 PM CDT / 9:00 AM – 10:30 AM PDT
Fee: $595 U.S.

Sorry, registation for this webinar series has closed.

Facilitated by
Jan Abrams, Vice President and Product Manager for Consumer Credit and Sales Solutions

Audience
Consumer lenders, consumer loan underwriters, consumer credit policy managers, small business lenders, small business loan underwriters, and commercial lenders.

Abstract
Personal tax returns are used frequently to help evaluate consumer and small business credit requests, and to evaluate the value of guarantees for commercial loans. However, many individuals using these tax returns are unaware of the nature and location of non-cash information that is included in many of the tax return lines that are commonly used for cash flow and debt repayment capacity analysis.

U.S. Personal Tax Return Analysis—a series of three live Web seminars—will help lenders and analysts acquire analytical skills needed to accurately calculate and evaluate cash flow received from the many business entities that can be represented in a personal tax return, and accurately calculate the cash inflows and outflows in order to estimate debt repayment capacity.

Seminar Overview
Specific topics covered during U.S. Personal Tax Return Analysis include:

Exploring the anatomy of a personal tax return, including the flow of information among the various forms and schedules, and the linkages between them
Using Schedule E and K-1s to identify pass-through items from the various business ventures that affect the personal tax return
Identifying actual cash inflows and outflows from sole proprietorships, rental and royalties, partnerships, S corporations, and estates and trusts
Isolating and calculating total cash flow to or from the taxpayer from each entity
Calculating total cash flow during the tax year from all sources that appear in the tax return

Benefits to Your Organization
U.S. Personal Tax Return Analysis helps:

Improve relationships between line lenders and underwriters by increasing the understanding of complex tax return analysis issues
Improve accuracy of evaluation of debt servicing capacity
Create trust between customers and lenders and improve the quality of the credit conversation
Reduce problem assets and related direct and indirect costs
Improve turnaround time for complex consumer credit requests through improved underwriting efficiency and better decision-making
Increase income and reduce losses for your financial institution

About Our Facilitator
Jan Abrams manages a variety of consulting, customization, facilitation, and product development projects for Omega Performance. She has over 10 years of direct commercial and retail banking experience, and over 25 years of experience with Omega Performance.

During her tenure with Omega Performance, Jan has held a variety of marketing, sales, product development, product line management, and project management positions, all of which required her to work directly with clients in the U.S. and Canada to design and deliver programs to meet specific needs and produce solid results.

She is the original designer and developer of the Understanding Personal Cash Flow program and of its automated worksheet that converts tax return and personal financial data into usable cash flow information. Her programs have helped clients increase productivity in commercial lending, retail lending, financial accounting, wealth management, and retail sales.

Fee
U.S. $595 that includes:

One connection to each live seminar in the series
(invite additional colleagues to view with you for no additional fee)
Unlimited access to the recordings of the three sessions for 45 days

Credit card payments only. You will be prompted for your credit card information when you register. MasterCard, VISA, and American Express are accepted. Questions about payment? Call Amanda Plaskett at +1.704.672.6046 or email aplaskett@omega-performance.com

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