Self Study Was Developed Specifically
For Your Lenders
Our Buker's Taxanalysis Self Study program gives your lenders the advanced skills necessary to analyze the most complex income tax returns.
- Teaches lenders how to quickly and systematically review an individual income tax return and accurately determine a borrower's cash flow available to service debt.
- Focuses on the underlying theory along with detailed practical real-life tax return exercises to make your lenders extremely proficient in tax return analysis.
- Guides lenders through the cash flow analysis with a thorough, easy-to-use standardized worksheet.
- Enables lenders to fully understand appropriate worksheet adjustments by emphasizing the underlying theory behind each adjustment.
- Allows credit administrators and senior officers to quickly critique cash flow analyses on loans pending approval.
- Provides the big picture approach to cash flow analysis of individual returns by:
- focusing on the interrelationships of borrower's various financial activities as presented on a return.
- highlighting how changes in those activities will impact recurring cash flow derived from those activities.
- Allows you to develop a standardized approach to tax return analysis that can benefit your entire institution.
- Is fully updated each year to reflect all applicable tax law changes and their effect on a cash flow analysis.
- Uses the up-to-date current year's tax forms in all of its' real-life tax return exercises.
- Provides you with cutting-edge practice on how to do it properly with the current crop of returns that you won't find anywhere else!
- Shows you how to spread historical as well as recurring cash flow for all activities found inside a tax return.
- Provides the same in-depth tax return analysis training already provided to over 3,000 Federal and State bank examiners by Paul Buker in his "live" training.
- While not required, it helps to be "on the same page" as the examiners from the OCC, FDIC, Federal Reserve, NCUA and OTS.