Cashflow Analysis of Tax Returns: open enrollment


Attend One or Both Days!

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

Before you register, click here to learn about payment, what to do if you're new to Linda's classes and how to attend a workshop for free.


Anaheim, CA | July 9-10

Disney's Paradise Pier Hotel
1717 Disneyland Dr. (map)


Burlingame, CA | April 23-24

Crowne Plaza
1177 Airport Blvd (map)


Pasadena, CA | July 15-16

Pasadena Hilton
168 S Los Robles (map)


Portland, OR | June 11-12

Jantzen Beach Oxford Suites
12226 N Jantzen Dr (map)


Seattle, WA | June 3-4

SeaTac Holiday Inn Express
19621 International Blvd (map)


More information about registration

Registration options:

  • Register online using your charge card
  • By mail/fax:
  • Use our PDF form to register using a check or charge card
  • Call or fax 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 basics 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! You can select the refresher option when you register online or by mail/fax.

Questions?

What to wear? When to arrive? What to bring? Other? Check our FAQs

Can't find a date or location to suit you?

Consider other options: online, onsite or share a program with other banks or credit unions in your area.

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