Event Profile

Interpreting tax returns can be complex and intimidating. But it’s a critical skill for bank personnel involved in consumer, mortgage, and commercial lending.  

This session provides bankers with knowledge of the often complex and confusing topic of taxes for consumer, mortgage, and/or commercial lending purposes. The first part of the webinar will concentrate on personal tax return analysis while the second section will focus on business tax returns .

Learning Objectives (Personal) :

• Review the basic structure of the personal 1040 federal tax return.
• Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules and K-1 forms.
• Discuss recent changes in the tax code, including the One Big Beautiful Bill (OBBB), and how they affect individual borrowers/guarantors.

Learning Objectives (Business) :

• Analyze the structure of an LLC, S corporation, and C corporation.
• Explore business tax returns and prepare cash flows for these entities along with the preparation of a global cash flow (personal & business).
• Review tax and technology issues, identify fraudulent returns, and describe how tax returns can be used to market the bank’s products and services.
• Discuss updates in the tax code and how they apply to businesses.

Duration: 90 minutes

Presented live and recorded on 2/18/26.