A comprehensive self-study Buker's Taxanalysis course designed for institutions who wish to make their lenders proficient in tax return analysis but cannot sponsor a seminar at this time. To order your self-study kit please scroll to the bottom of this page.

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.
• 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

Why Self-Study May Be Ideal for You

Your lenders have previously attended a Buker's Taxanalysis seminar and wish to further develop and enhance skills in tax return analysis.

You have previously sponsored a seminar but one or more of your lenders were unable to attend. Self-Study allows them to quickly get up to speed with comparable skills to those who attended the seminar.

You have a small number of lenders who need cash flow analysis training and you are unable to meet the 80 person minimum for an on-site seminar

Self-Study is Comprehensive

Each self-study set contains the same, complete Buker's Taxanalysis manual as described on the Buker's Taxanalysis Seminar page. You also receive a detailed Buker's Taxanalysis Workbook and the Solutions to Buker's Taxanalysis Workbook.

These workbooks provide hands-on exercises guiding your lenders through each aspect of an individual tax return -- sole proprietorships, capital gains, rental real estate, partnerships, S corporations, etc. -- and how to properly determine the cash flow from that activity.

Multiple exercises are provided for each category and each of these exercises graduates in complexity. Upon completion of all exercises, your lenders will have developed a broad-based expertise and high proficiency in cash flow analysis.

Self-Study Course Outline

• Use the wealth of information contained in a tax return as a starting point in determining cash flow
• Non-cash expenses
• Analysis of pass-through entities
• Review of the new passive loss rules and how they impact cash flow analysis
• Hands-on tax return exercises test a lender's proficiency in the following important topics:
• Recurring and non recurring items
• Interest and dividends
• Sole proprietorships
• Capital gains and losses
• Rental real estate and passive losses
• Partnerships
• S corporations
• Farm income
• Other important topics
• Hands-on analysis of three example returns which graduate in complexity

Prerequisites

None required

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Self-Study Costs

The comprehensive Buker's Self-Study kits are available for $295 per lender. To order your Self-Study kit, please click on the link below to download the order form. Simply print and fill out the form and submit it to us along with payment.

Self-Study Order Form

You must have the Adobe Acrobat Reader installed on your computer in order to download the order form. To obtain a free copy of the Adobe Acrobat Reader please visit www.adobe.com.

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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.