Share This Page:

Email

Analyzing Tax Returns of Businesses Seminar

The only reliable financial information available from many businesses, especially a small business, is contained in tax returns.  When accountant-prepared financial statements are not available from businesses, lenders and credit analysts will often need to make a lending decision based on the information contained in those tax returns.  Analyzing Tax Returns of Businesses is a training seminar that will educate course attendees in the ways in which business tax returns are both similar to and differ from conventional financial statements.  Sample Topics: 

• Types of Business Organizations
• Business Credit Analysis concepts
• Relevant tax return schedules and forms for various types of businesses
• Identifying the cash inflows and outflows of businesses from tax returns
• Essential questions to ask when using the tax returns of businesses

Audience:  Credit Analysts, Loan Officers, Branch Managers, Loan Committee Members, and other bank personnel with a basic understanding of business credit analysis.

Instructor: Vincent DiCara is a co-founder of Development Finance Training and Consulting, Inc. (DFTC). He has been involved in evaluating and meeting the credit needs of small and medium-sized businesses for more than twenty-seven years as a business advocate, lender, credit analyst and trainer in the public, private non-profit, and private sectors. Immediately prior to establishing DFTC in 2002, Mr. DiCara was the Principal of Development Consulting Services, a consulting business which provided business plan development and financial packaging services.

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

• Current Schedule
• Registration Information
• Print this Page
• Continue Search