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Bukers Academy: Tax Return Analysis Training for Today’s Lenders
Whether you’re new to tax return analysis or looking to strengthen existing skills, Bukers Academy provides a structured, self-paced learning experience that helps lenders develop confidence in analyzing tax returns, evaluating borrower cash flow, and making informed lending decisions.
Fundamentals of Tax Return Analysis
Explore the key concepts behind effective individual tax return analysis, including:
- Pass-through entities
- Schedule K-1 analysis
- Recurring vs. nonrecurring cash flow
- Capital gains and losses
- Passive activity rules
Advanced Topics & Real-World Application
Take your tax return analysis skills to the next level by exploring topics such as:
- Fiscal year-end pass-through entities
- Section 179 expense and bonus depreciation
- Section 1031 like-kind exchanges
- Net operating losses (NOLs)
- Investment Interest Expense
Why Bukers Academy?
For more than 40 years, Bukers has been the industry leader in cash flow analysis training and has helped lenders improve the accuracy and consistency of tax return analysis. More than 45,000 lenders and over 4,000 federal and state bank examiners have participated in Bukers training programs.
Who Can Benefit?
Bukers Academy is designed for commercial lenders, credit analysts, loan reviewers, and anyone who analyzes individual tax returns to evaluate borrower cash flow. It teaches the core principles of individual tax return analysis that apply regardless of the tools you use. Whether your institution performs tax return analysis manually or uses a spreading software like Bukers Taxanalysis, you’ll gain a deeper understanding of the reasoning behind each cash flow adjustment.
Course Highlights
- Online learning environment accessed from any computer
- Interactive and engaging user interface
- Self-paced and flexible to meet your timeline
- Visual walk-throughs of relevant tax forms and schedules
- 30 different learning modules
- Hundreds of real-life tax return exercises
- Line-by-line detailed solutions
- 6 comprehensive tax return case studies
- Updated annually for all tax law and tax form changes to keep you up-to-date
- Access to the Bukers Hotline for any questions that might come up while working through the course.
Ready to Advance your Tax Return Analysis Skills?
Whether you’re new to tax return analysis or looking to strengthen existing skills, Bukers Academy provides the knowledge and practical experience needed to analyze even the most complex returns with confidence.