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Tax Return Analysis: Loan Training for Credit Unions
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Global Cashflow Worksheets
Tax Return Balance Sheets: Can I tell what they are buying?
How does Treasury Stock impact cashflow?
Subtracting Taxes - What's Most Accurate?
1065: Negative basis, Capital Gains and Cashflow
Where do I find shareholder contributions and distributions?
Tax Forms not required by IRS: What are we missing?
Debt Shortcut: When and How
Startpoint: Taxable income or net income per books?
Schedule D vs. K-1
LLCs and Negative Rental Cashflow
Cash-basis Returns vs Accrual-basis Books
Tax Returns vs. Tax Account Transcripts
Should Global Analysis include all related entities?
AgLending: What's a good proxy for living expenses?
When non-passive income in one year is passive the next
Add Back Passive/Non-Passive Losses?
Tax vs GAAP: 6 legitimate differences for lender global cashflow
When should I consider earned tax credits when calculating cash flow?
K-1s: What do all the numbers mean?
When can I use Schedule E for Pass-thru entities?
Is accrual really that much better than cash basis?
K-1 Income/Loss: 'Passive' Instead Of 'Non-Passive'
How to treat RE owned by LLC?
2011 1040 Tax Return Changes...will you be lost?
% Ownership: Conflict between K-1 and Operating Agreement
Tax Return Analysis: Using Qualified Dividends for Cashflow
Do I include Foreign Source Income in Tax Return Cash Flow?
The Allowance for Loan and Lease Losses: What should a Director know?
Fair Market, Liquidation or Book Value on the Balance Sheets
Valuation of business on owner's balance sheet
Five things to do with excess capital at your Bank or Credit Union
How does loan source impact where/how interest is deducted?
Do you count shareholder loan activity as cashflow?
GAAP vs Tax Basis Accounting
Treat Section 179 expense same as depreciation?
What can I count for Note/Contract receivable?
How to use Sch A Itemized Deductions in Cashflow
Does Schedule D 'cost basis' include current debt obligations?
Non-Profits: Forms and Cashflow
How does debt forgiveness impact taxable income? Cashflow?
Can I add qualified dividends?
If YTD Financial Statement shows improvement can I use it in qualifying cashflow?
How do I qualify borrowers as historical data gets worse instead of better?
Add back LIFO Reserve?
COGS: Impact of Negative 263A costs
Cash from a trust: Revocable or Irrevocable?
Resources to help RE brokers and agents?
Construction lenders: Resources to help contractors?
Why subtract 50% meals & entertainment
Impact of economy on Relationship Banking
Form 1045 Tentative Refund for Cashflow?
How can I help my business borrowers?
Trust Income.... is it cash?
Commercial LOC, what to count for debt?
Pass-through Section 1231 income?
How much is a business worth?
Form 4797 gain in cashflow?
Audited, Reviewed or Compiled...difference?
'Self-employment earnings' from 1065 K-1
Asking questions without offending borrowers
Capital gains income...use it or not?
How long can a business show a loss?
Financial Statements vs Tax Returns
Pass-through income from a Schedule K-1
The Risky Business of Lending Institutions: Seven Risks a Director must understand to fulfill the 'Duty of Care'
The 12 Cs of Credit for Lending in (and out of) a Recession
Seven Steps to Improve Loan Quality Now
How Businesses can Round Up their Cash
The Top 10 Warning Signs of Business in a Recession
Tax Return Analysis: The Basics
Digging for Dollars
Tax, Financial and Accounting Glossary
Linda Keith CPA Articles for Banking: Lenders, Executives, Directors
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Linda Keith, CPA
PO Box 1366, Olympia, WA, 98507
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