Alexander Loan Review & Consulting
1521 Bridge Road,
Charleston, West Virginia 25314

Tax Return Analysis

Analyzing Personal Tax Returns

This course is designed to show the participant how to use personal tax returns in conjunction with personal financial statements and credit bureau reports to analyze the debt service capacity of an individual borrower or guarantor. Through the manual construction of a Personal Cash Flow Form, the participant will (a) learn what areas of a personal tax return are relevant to cash flow analysis, and (b) gain an understanding of the individualís financial position.

Timeframe: 3-4 hours of instruction

Analyzing Business Tax Returns

This course is designed to familiarize the participant with the different tax return forms for business clients: Form 1120, 1120S and 1065; and focus on the key items that bankers need to understand in using business tax returns for analysis. Participants should have a working knowledge of financial statement spreadsheets and ratio analysis.

Timeframe: 3-4 hours of instruction

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