Competent tax return analysis is critical to saying ‘yes’ to good loans. Yet it is more than mere numbers and formulas.
In this session, Linda Keith CPA will cover some of the red flags that should stop you in your tracks when you see them in a prospective borrower’s return. Linda promises you will be surprised by some of them.
And she won’t stop there. Sometimes a red flag is a green light in disguise. Join us to make a good loan decision without getting your signals crossed!
Linda Keith CPA 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 www.TaxReturnAnalysis.com, she speaks at banking associations on risk management, lending and director finance topics.