Event Calendar

Wednesday, March 3, 2021

Webinar - Determining Cash Flow from Personal Tax Returns Part 2: Schedules D, E & F

Start Date: 3/3/2021 1:00 PM MST
End Date: 3/3/2021 2:30 PM MST

United States 

Determining cash flow from personal income tax returns is as important and challenging as ever.  What does a lender need from a personal tax return?  The cash flow that can repay your loan.  With the information from this session, along with the free Lenders Tax Analyzer© software included with your registration, you will learn an easy, reliable method to convert a borrower’s personal tax return to an accurate cash flow statement.
Part 2 of this two-part program will cover some of the most difficult income to analyze.

  •  Are the sales of assets reported on Schedule D or Form 4797 recurring?
  • Rental properties can be evaluated two ways, but one is often too conservative resulting in unnecessary denials.
  • Partnerships and S corps show pass-through incomes that matter to the IRS, but nothing when determining cash flow.
  • Farms often report income that was only partially taxable or income from a different tax year.
Note: This session is designed for consumer and commercial lenders. This method does not follow Fannie, Freddie, or QM rules used in mortgage lending.
Attendance certificate provided to self-report CE credits.