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PERSONAL TAX
RETURN ANALYSIS
Delivery Options: This course can be delivered in the classroom and
is also a self-paced online course:
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ABA eLearning Self-paced online course
Price: $95 members; $130 non-members ENROLL NOW
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Participant's
Handbook and Trainer's Guide -
Tools for in-house training
Handbook: Catalog #3003782
$47.25 member; $73.50 non-member
Trainer's Guide: Catalog #3003812
$95 member; $135 non-member
Publication
Order Form
Please note: Personal Tax Return Analysis is printed on demand as ordered. The
Handbook and Trainer's Guide may not be returned.
Course Description: This course teaches students the basics of
analyzing personal tax returns. It begins with a discussion about analyzing
personal tax returns to determine a projected income. Students will learn
about income trends, recurring versus non-recurring
income, and how tax returns can be used as a sales tool. By the end
of the course students should be confident in analyzing personal tax
returns.
Audience: Bank personnel who are
in a position to obtain tax returns from customers for lending analysis,
yet have little or no training in tax analysis.
Learning Objectives:
After completing this course,
students will be able to:
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Describe
what constitutes a complete tax return and how to identify signs of fraud
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Identify
income trends and non-recurring situations used in analysis
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Describe the
areas on tax returns that can be used to identify cross-sell opportunities
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Analyze wage
and tip income including the non-cash and pre-tax benefits associated with
the source of income
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Analyze
taxable and non-taxable interest and dividend income
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Describe and
calculate the source of income information on Schedule C
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Explain and
calculate capital gains and losses
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Differentiate
the areas on Schedule E and calculate rental income
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Calculate
limited partnership income
Course Credits: AIB credit - 0.25; ICB credit - 9.75 CLBB,
CTFA/PFI
For further information, please call NYBA Professional Development at
212-297-1679 or elegg@nyba.com.
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