Personal Tax Return Analysis

Personal Tax Return Analysis


Price: $95 members; $130 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license.  Call or email for details.
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:
  • 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:  ICB credit – 9.75 CLBB, CTFA/PFI
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008