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Income Tax Analysis Part I & II

Complete income tax analysis training for commercial originators. Part I covers return fundamentals and verification. Part II advances to global cash flow, addbacks, and how different lender types analyze the same borrower.

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    Income Tax Analysis Part I

    Course

    Master the foundation of tax return analysis in commercial lending. Five chapters covering why lenders use returns, the 4506-C verification process, personal and business return analysis, and reconciling returns against financial statements.

    $199

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    Income Tax Analysis - Part II

    Course

    Advanced commercial tax return analysis focused on global cash flow, addbacks, lender interpretation, underwriting red flags, borrower risk evaluation, and how SBA, CMBS, life companies, and banks analyze the same borrower differently.

    $199

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