We Offer Three Powerful Seminars
Buker's Taxanalysis
Buker's Taxanalysis II
Our courses provide a graduated program of study in tax return analysis for all your lenders -- from entry level to senior loan officers. Past participants tell us that our on-site training is the fastest, most effective way to become proficient in tax return analysis.
Classes are specifically structured to enable your lenders to complete 90% of the learning process during the seminar -- allowing them to hit the ground running the day after class and apply its concepts immediately upon returning to work.
"Managing a team of private bankers lending to high net worth clients, I needed a better way to get at the real cash flow behind these complicated tax returns. The Buker training courses are fantastic! These full-day sessions are a 'roll up your sleeves' hands-on workshop which take the banker through real-life financials. Everyone leaves the class ready to perform."
Managing Director
Private Client Group
US Bank
Many banks adopt Buker's Taxanalysis as their in-house system in personal cash flow analysis. Each year we update this standardized, easy-to-use approach with all applicable tax law changes, saving you the trouble of changing your own in-house cash flow worksheets.
Seminar Schedules and Size
Buker'sTaxanalysis and Buker'sTaxanalysis II are separate one-day courses and Buker's Taxanalysis III is a two-day course. All seminars start at 8:00 a.m. and end at 5:00 p.m. Seminars require a minimum of 80 attendees and will accept up to 130, ensuring maximum participation.
Two Seminar Formats
- On-Site Training
- Sponsored by your institution, Paul G. Buker, CPA, MT and founder of Buker's Taxanalysis, comes to your training site and personally teaches your lenders. This is the format used by most of our bank clients.
- The cost to your bank is greatly lowered by reducing your lenders' travel costs and the time they spend out of the bank
- Open Enrollment Training
- Can be sponsored by your bank, a group of banks in your area or your local bank trade association. Paul Buker comes to your training site and personally teaches your lenders.
Seminar Costs
The fee for each Buker's Taxanalysis, Buker's Taxanalysis II and Buker's Taxanalysis Update course is $850 per participant (depending on location) for each two-day set of courses. Each seminar includes a complete set of materials specifically designed for that course. Extra sets may be purchased separately for $150 each plus shipping.
More Information
Click here to find out about upcoming open enrollment seminars. We will notify you when we schedule a seminar in your area.
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.