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A Provider of AIB Products Personal Tax Return Analysis |
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Course Description: Personal Tax Return Analysis is designed to teach students the basics of analyzing personal tax returns. The course 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 use personal tax returns from clients for lending analysis. Learning Objectives: After successfully completing this program, you will be able to: • Describe what constitutes a complete tax return and how to identify signs of fraud • Identify income trends and non-recurring situations used in analysis • Describe the areas on tax returns that can be used to identify cross-sell opportunities • Analyze wage and tip income including the non-cash and pre-tax benefits associated with the source of income • Analyze taxable and non-taxable interest and dividend income • Describe and calculate the source of income information on Schedule C • Explain and calculate capital gains and losses • Differentiate the areas on Schedule E and calculate rental income • Calculate limited partnership income Course Credits: AIB: 0.25 ; ICB: 9.75 (CLBB, CTFA/PFI) Prerequisites: None, although familiarity with general banking practices is recommended Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $95 • NonMembers $130  Forms Page ... Registration ... Requests ... WithdrawalPBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com |
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