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The programs are hands-on with exercises throughout. You'll want to have a calculator, pencil, pen and highlighter.
If onsite, check with your company guidelines. Please note that the heating/cooling systems vary and Linda often does not have control over them. We recommend layered, casual or business-casual clothing... dress for comfort.
Wear something good for a hot room but bring a sweater or jacket in case it is too cool for you. As you can imagine, a warm room and tax return analysis are a lousy combination so Linda tends toward cool rooms when possible.
You can sign up to receive our 'Lender Asks' eNewsletter. The eNewsletter is sent out monthly with the upcoming schedule along with Linda's answer to a lender's question and other articles we feel you will be interested in. It lists the newest eCourses on Lender's Online Tools and Training™ and the blog-posts for the month. You can 'opt out' at any time.
You also may use our contact form to join our postal mailing list and receive the flyers in the mail. Provide your full name and mailing address. When you get the flyers, remember to pass them along to your colleagues as well so no one misses out.
Class size is limited to 40 to allow for personal attention. If that is a challenge, have a chat with Linda about how or whether to accommodate more.
When you return the training proposal, we ask that you indicate several hotels nearby for Linda to choose from. We'll handle making the reservation.
Linda uses a digital projector and laptop to present the program. For groups over 15, she also uses a microphone. When you return the training proposal, we ask that you indicate whether you need Linda to bring her own laptop, projector, microphone and/or speaker. She has it all and is happy to provide it if you do not.
Yes she does. Linda knows that your training or conference room may not have a flexible layout and will work with what you can provide. If you have options, or if you are renting meeting space, please use this room-setup guide. She has designed it for maximum interaction of the learners and easy access to them as they work on case studies.
For the tax return and financial statement analysis workshops, we will ship manuals to your location to arrive about four days prior. If it is a customized program requiring additional handouts, we will coordinate with you to determine if Linda will send originals in advance for printing or bring printed handouts with her.
Manual fees and out-of-pocket for printing are invoiced to the client.
Yes! Although we prefer early registrations, we always allow for 'last minute' attendees. Even the day of the training!
You can register three different ways:
We trust you! It is easier for us if you just mail the check. Once your 'space is reserved' you are set to attend. We understand that it can sometimes take a couple of weeks for a check to be processed through your accounting department.
The registration fee is $495.00 per person per day which includes your training materials. Your registration is no extra charge if you are a refresher student (have taken that same workshop within 24 months prior) or are using a raincheck from an unused registration paid for in the previous 12 months. Anyone in your company can use an open raincheck. Register online now.
There is not a 'group discount' for workshops. However, if you have 15 or more lenders to train you should consider our 'on-site' training option. Call Kimberly at 888-441-1569 and she'll be happy to discuss the options for accomplishing your training needs.
Linda's focus is lending to businesses or to business owners. Personal loans to business owners require a review of the business return. Business loans to small-to-medium-size businesses generally must be guaranteed by an owner and require a review of the personal return. So for most every lender, both days are critical.
Day I includes information that applies to all types of returns. We cover how to work your way through a tax return and find the types of adjustments that get you from taxable income to recurring cashflow. The case studies are from the 1040 Tax Return and cover Sole Proprietorships or one-owner LLCs, Capital Gains, Rentals and the various forms/schedules that feed into the 1040.
Day II continues with Partnerships (General and Limited), Corporations (C&S), and LLCs. Day II is not recommended if you have not had Day I or equivalent training or experience.
No, you are welcome to take one or both days. For most lenders, both days in succession is the best choice. Day I sets the stage for both days and Day II reinforces what was learned on the first day. Since refreshers are free for up to two years, there is no disadvantage to taking both at the same series, even for beginners.
Registration is at 8:00 am. Linda starts promptly at 8:30 am though you will want to be there no later than 8:15 am to allow time to sign in, get your materials, cup of coffee or tea and settle in for a fun day of training.
Lunch is 'on your own'. We provide coffee in the morning and sodas in the afternoon.
The workshops are scheduled to go until 5:00 pm. We sometimes get out a bit earlier. It depends on the size of the class and the needs of the participants.
The 'refresher' allows a participant to attend the program again at no charge up to 24 months after their paid attendance! Why? Experienced lenders may shift to a different type of lending and have a whole new set of questions. A manager may not be sure whether to wait until a junior lender has more experience before getting the training. Problem solved.
Your $495 fee includes unlimited refreshers for up to 24 months for the same participant attending the same course. Eligible? Register online now.
A raincheck is from a paid registration to an open-enrollment workshop that was unused. It is good for 12 months and can be used by anyone in the company for either day of training.
Yes! Each program includes a 200+ page reference manual loaded with hands-on exercises, detailed explanations and 'self-study' instructions. They include camera-ready worksheets for your use.
Substitutions are always acceptable. If you must cancel contact us ten business days in advance for a full refund. If you can't give notice, anyone in your company may use your 'raincheck' in any program in the next twelve months.
Two choices:
Yes! After the program(s) are completed the manager authorizing your enrollment will be mailed your certificate of attendance. If you did not provide it when you registered, please send us an email with the information.
Look for this icon. 
Just click-through and play.
Review the subscription options. From that page you can subscribe online.
Or you can call Kimberly at 888-441-1569 to be invoiced.
No. Playing our tutorials is just like going to any website. If you can get out to the web you can use the library. We have a system requirements page to give you more details about your browser.
Subscriptions are billed monthly. To continue the subscription, no action is required. To cancel, just send us an email and ask that we acknowledge receipt so you know it did not get lost in the clouds. We'll cancel your subscription as of the day we receive the email. Since it is a prepaid service, you'll be able to access the eCourses for the remainder of the month you have paid.
Sure. Whether you pay yourself or your company pays, a single subscription is an option. Subscribe here.
Yes. Your company can purchase an enterprise-wide subscription that covers up to 50 lenders. Select the financial institution option at our subscription page. You can call Kimberly at 888-441-1569 for assistance in choosing between the standard and the premium options or for invoicing.
First, check with your IT department to see if they can authorize the downloads. Email Kimberly if that will not work and she'll get them to you.
Yes! Once a month we email a certificate to you for each tutorial you passed. Just email the quiz results when you get 80% or higher on an eCourse. Be sure to forward the certificate to your manager to show your progress.
You also can print your quiz results with your name attached for documentation.
Our Electronic Worksheet is in Excel format. It makes the analysis cleaner and quicker! Built in formulas will 'do the math' and move numbers from supporting schedules to the main worksheet. If you get stuck, 'mouse over' the item for a pop-up help and tips. It provides great documentation. Order online now.
No, the Electronic Worksheets are available at additional cost. Order online now
You can order the Electronic Worksheets three ways:
The Electronic Worksheets are licensed 'per user'. There is a reduction in cost to $90 each if ordering 5-10, $85 each if 11-19, $80 each if 20 or more. When you order it online, the discount is automatically calculated.
If you order online, you will receive an email with a link to your downloadable file. If you order by mail, we send the Electronic Worksheets via email to the email address you provide. You will need to make sure, if you are using a security system that requires you to 'white list' email addresses, that you set it up to allow email and attachments from @LindaKeithCPA.com. You may have to check with your IT person to make sure you can receive these emails.
You may have to check with your IT person. If you have an internet 'security system' that requires you 'white list' email addresses, you will need to make sure it allows emails from @LindaKeithCPA.com to come through.
It is also possible that you did not 'opt in' by clicking the link in the subscription confirmation email sent to you when your email address was added to our system. Feel free to call Kimberly at 888-441-1569 and she'll help trouble shoot your problem.
Just ask! Call Kimberly at 888-441-1569 and she'll be happy to help...
