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More Free Cash Flow Training for Bankers…1065 Basics

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 

About the Author
Linda Keith CPA is an expert in credit risk readiness and credit analysis. She trains banks and credit unions throughout the United States, both in-house and in open-enrollment sessions, on Tax Return and Financial Statement Analysis. She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans. Creator of the Tax Return Analysis Virtual Classroom at, she speaks at banking associations on risk management, lending and director finance topics.