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Course List
Analysis Basics (AB)
- AB: Cash versus accrual basis
- Understand the difference between Cash and Accrual basis and the difference it makes in your impression of your borrower's business.
- AB: Debt, Debt Ratios and Debt Shortcuts
- Where to get debt information. How to calculate debt ratios and which to use when. Debt shortcuts and when to use them.
- AB: Green Legos, Six Ns and a Map to tax returns
- How to approach any tax return, find what you need and keep track as you go.
- AB: Types of Business Entities
- Covers the 7 types of business entities including advantages and disadvantages, forms filed, risk exposure of owners and how they get paid.
Analysis of Tax Returns (AT)
1040 Schedule C Sole Proprietorships and one-owner LLC
- AT: 1040 C 1) Basics and Overview
- Learn about the entities that file in a 1040 (you might be surprised) and how to do a quick overview of the business.
- AT: 1040 C 2) Company Cashflow (Publish Date Aug 08)
- Pull recurring cash flow available, spot red flags and dig for dollars. Understand the difference between what the company can pay and what the owner might take home, and how to choose.
1065 Partnerships and LLCs
- AT: 1065 1) Basics and Overview
- Learn about the entities that file a Form 1065 and how to do a quick overview of the business.
- AT: 1065 2) Company Cashflow
- Pull recurring cash flow available to pay debt. Spot red flags. Dig for dollars.
- AT: 1065 3) Owner Cashflow
- What did the partner get paid? Guaranteed Payments: Are they really guaranteed? Do I always count capital contributions against personal cash flow? When is the K-1 enough and when do I need the full 1065? How does it flow to the 1040?
1120 C Corporations
- AT: 1120 1) Basics and Overview
- 1120 Overview: Get a feel for the business before you dive in
- AT: 1120 2) Company Cashflow (Publish Date Aug 08)
- 1120 Walk-through including emphasis on Schedule L, M-1 and M-2; Form 4562
1120S S Corporations
- AT: 1120S 1) Basics and Overview
- 1120S Overview: Get a feel for the business before you dive in
- AT: 1120S 2) Company Cashflow
- 1120S Walk-through including emphasis on Schedule L, M-1 and M-2; Form 4562
- AT: 1120S 3) Owner Cashflow (Publish Date Aug 08)
- Schedule K-1: Owner Cash flow, Difference from 1065 K-1, When to use it and when not to use it
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Coming up!
The Lenders Online Library is growing. Our tutorials help you find, land and retain profitable borrower relationships; gather and analyze the information necessary to say "Yes" to good loans; and be more productive. Each month we'll add more tutorials...here is what is in the hopper right now.
Analysis of Tax Returns
- All of the Form 1040 Schedules for business owner/guarantor analysis
- 1031 Exchanges
Lending Series
- Lending to...
- Farmers
- Churches
- RE Developers
- I wish I'd said no...
- A series of case studies by seasoned lenders on deals that went bad.
Analysis of Financial Statements
- Balance Sheet and Income Statement Basics
- CPA-prepared statements: Compilations, Reviews and Audits
- From numbers to words: Tips for Write-ups
- Operating Cycle and Turnover Ratios
- Ratios…understand them, calculate them, interpret them
- Statement of Cashflow basics
People and Professional Skills: Find the customers, keep them and keep them happy!
- Customer Annual Review as a Marketing Tool
- Get it Done! Personal Productivity for Lenders
- How to Stay COOL when things Heat Up
- How to Write to Get Your Point Across
- Networking that Nets Results
- Meet, Greet and Eat: You CAN lose the deal over lunch!
- Your Personal Marketing Plan: Develop and implement
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Something missing?
If there is something not on this list that you were hoping to find, email Linda and tell her what you want. We'll add it to our wish list.
