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Quick! Can you name all four types of entities that might file the Form 1065?

What is the difference in risk exposure of the owner?

How to spend about two minutes with the return and

  • be able to explain to your senior lender a bit about the company?
  • have a more meaningful conversation with the borrower?
  • spot red flags that should stop you in your tracks?
  • dig for dollars to make a good loan?
  • find other loan opportunities?

Select the 4th completed tutorial in our Loan Officer Training series from the Lender’s Online Library Course List.

1065 Tax Return Analysis: Step-by-stepPartnership and LLC Basics 

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Double-Counting Capital Gains Income from a 1065 K-1

Pass-Through from a K-1: Count Qualified Dividends?

Pass-Through from a K-1: Count Qualified Dividends?

Linda Keith


Linda Keith is an expert in credit risk readiness and credit analysis training. She trains financial institutions throughout the United States on both Tax Return and Financial Statement Analysis.
She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans.
She moved her in person training online in 2008 to www.LendersOnlineTraining.com with a continued focus on lending to businesses, farm operations and complex individual borrowers.

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