Since 1984, over 35,000 bankers nationwide have become more proficient
lenders as a direct result of Buker's Taxanalysis training, theory,
case studies and computer software products. More than 1000 financial
institutions have sponsored our industry-leading cash flow analysis seminars and
many bring us back each year to stay abreast of constantly changing tax laws.
Originally developed 23 years ago by Paul G. Buker, CPA, MT, the "Buker"
Taxanalysis system has become the industry standard in tax return cash flow
analysis.
Nothing comes close to the ease of use and precise accuracy in cash flow
analysis that Buker's Taxanalysis delivers. We invite you to take
advantage of the Buker's Taxanalysis system. Make your good lenders
better!
The Risks of Incorrectly Analyzing Tax Returns
The Problem: Many institutions analyze tax
returns using simplified AGI-based worksheets developed in-house that are just
plain wrong. Cash flow is often overstated; the lender doesn't realize it; and
bad loans are the result.
The Solution: Buker's Taxanalysis
provides a standardized cash flow analysis system that can be used by all
lenders in all departments to analyze returns with precise accuracy.
Buker's Taxanalysis allows banks to eliminate incorrect "pet" cash
flow approaches used by various lenders.
"We first started using the Taxanalysis classes and the services of Paul
Buker in our western banks. When the word spread to headquarters back in
Cleveland how effective and powerful the training provided by Paul and his
company way, we quickly made it the standard across KeyCorp. To date, we have
found nothing that compares to it."
Terry Lehmann
Vice President
Commercial Credit Training Officer
Key Bank
Training Bank Examiners in Buker's Taxanalysis
Through the FFIEC, we have provided Buker's Taxanalysis training to
examiners from all five Federal regulatory agencies and many of the state
banking departments:
- Office of the Comptroller of the Currency (OCC)
- Federal Deposit Insurance Corporation (FDIC)
- Board of Governors of the Federal Reserve System (FRB)
- National Credit Union Administration (NCUA)
- Office of Thrift Supervision (OTS)
Buker's Taxanalysis training allows examiners to quickly identify
the systemic risk in a bank's cash flow underwriting.
We invite you to take advantage of this same Buker's Taxanalysis
system as used by many bankers and examiners.
"We have used and continue to use Paul Buker and Taxanalysis because of
the depth and breadth of the information and the informative and enthusiastic
way in which Paul presents it. Another contributing factor in selecting
Taxanalysis and Paul is that the government agencies that oversee our business
have trained on Mr. Buker's system. To the extent that we can use the same
system and a common approach is very desirable to us."
Dave Hansen
Regional Vice President
West Coast Bank
The Buker's Taxanalysis System:
On-site Seminars
Training on how to quickly analyze individual income tax returns to determine
a borrower's cash flow. Incorporates the latest tax law changes.
Teaches your lenders the proprietary Buker Hub system allowing them to
analyze returns with far greater accuracy in a fraction of the time they now
spend.
- Focuses on the critical parts of a return where the real cash flow is.
- Provides invaluable tools that your lenders can put to work immediately.
- One-time training that changes the whole way your lenders will look at tax
returns.
Computer Software
Buker's Taxanalysis Plus, a proprietary software program that
automates our cash flow analysis approach. Enables your lenders to analyze
multiple years' tax returns and personal financial statements quickly and
accurately.
Buker's Taxanalysis III Training Seminar
Designed for your lenders who have previously attended Buker's
Taxanalysis training and wish to stay current on tax law changes and enhance
their cash flow skills.
Buker's Taxanalysis Self-Study
A thorough self-study course for institutions who wish to make their lenders
proficient in tax return analysis but cannot sponsor a seminar at this time.
Annual Updates
All Buker's Taxanalysis training materials and software are updated
annually to reflect all tax law changes and their effect on a cash flow
analysis.
For Assistance:
Please contact us at (503) 520-1303 or e-mail us at
Support@taxanalysis.com
and we
will be happy to assist you.