Cashflow Analysis of Tax Returns: open enrollment

From $333 to $495 per day. The more you send the more you save!

Anaheim, CA | May 20th/21st

California United Bank Training Room
2400 E. Katella, STE 200, Anaheim, CA 92806 (map)

A local financial institution is hosting this training which is open to all bank, credit union and mortgage professionals. Refresher students will be included on a space available, first come first serve basis.

E Lansing, MI | Aug 13th/14th

Greenstone FCS Training Room
3515 West Road, E. Lansing, MI (map)

A Farm Credit Services organization is hosting this training. It is open to all employees of FCS organizations throughout the U.S. on a space available, first come first serve basis.

Prairie Du Sac, WI | Aug 20th/21st

Badgerland Financial Training Room
1430 North Ridge Drive, Prairie du Sac, WI (map)

A Farm Credit Services organization is hosting this training. It is open to all employees of FCS organizations throughout the U.S. on a space available, first come first serve basis.

Open enrollment training in your city? Of course!

We offer open-enrollment Tax Return Analysis Training 'on-demand'. If you have five or more on your own, we are on the way. Or you can download the flyer on local training on tax return analysis to share with colleagues from your financial institution and others in the area to gauge interest. To let us know and get the ball rolling you can:

Don't want to share? The in-house option:

Call Linda at 360-455-1569 and discuss a customized in-house training. Your needs, your location, your dates, your type of lending, your guidelines, your process...all yours!.

Training at your desk? The online option:

Our Web-based Training combines the convenience of online self-study modules with the interaction of live training. Click here to check out the choices! This option is offered open-enrollment and customized in-house.

Or if self-study is your preference, our Lender's Online Training subscribers benefit from anytime access to 30-minutes-or-less modules covering all of our tax return analysis topics. Use them as a preview or a refresher.

More info on the programs and registration:

Day I: Tax Return Analysis - Essentials and 1040 Review
Day II: Beyond the 1040 - Corporations, Partnerships and LLCs

Typical Schedule:

Registration: 8:00am | Begin: 8:30am | Lunch (on your own): Noon | End: 5:00pm

Registration options:

Register online using your charge card
By mail:
Use our PDF form to register using a check or request an invoice
Call or email to be sure we save a spot for you

Manuals and eWorksheets:

A manual with camera ready worksheets is included with each registration. Unless your bank uses an internal worksheet you'll also want to order our Excel based eWorksheet.

First time participants:

Attend both the 1040 and Partnership/Corporation sessions unless you are very experienced and have had 1040 training before. The first day provides essentials that apply to all types of tax returns.

Refresher students:

If you paid to attend an 'open-enrollment' class on the same subject within the last 24 months you get in FREE! The only exception is when a bank or credit union is hosting a local session in their space. When you click on register online, if it is a 'local' session we'll fit you in if there is room. If it is open to refresher students, you can select the refresher option when you register online and we will put you on the space-available list.