Tax Return Analysis (In-Person Only)

We are currently planning for an in-person program at the LBA office. Click here for LBA's Operating Safely Policy


Member Fee:  
$265
Non-Member Fee:
 $465


This program will cover both personal and business tax returns. We will take a look at small business and self-employed borrowers.  Cash flow and global debt analysis will be covered. The primary focus will be on converting taxable income into effective income. The program will cover:

  • Sole Proprietorships
  • Partnerships and LLC’s
  • Corporations
  • Sub Chapter - S Corporations

Other topics to be covered include: 

  • Evaluating Rental Income
  • Interest and Dividend Income
  • Capital Gains and Losses
  • Commission Income Earners

The class will employ lecture and case studies. 


Credit Analysts, Lenders, Loan Review Officers, Auditors, and any employee responsible for analyzing customers’ tax returns


David L. Kemp is president of Bankers Management, Inc. formerly The Management Group. Prior to forming BMI, he served as vice president, director of credit services for Canon Financial Institute in Athens, Georgia. His areas of expertise include commercial lending, consumer lending, workouts, and director responsibilities.

 

Due to commitments we must make to secure a class, we need your help.  If you must cancel your registration, please do so at least 3 business days prior to the seminar date to avoid a  $125 cancellation fee. Any registrant who does not cancel will be billed the full registration fee and sent the manual. Substitutions are welcome at no additional charge.

Click here for the Bankers Center area and hotel information. 



When
3/30/2022 9:00 AM - 4:00 PM
Where
LBA/The Bankers Center 5555 Bankers Avenue Baton Rouge, LA 70808 UNITED STATES
 

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