Global Tax Return Analysis Reference Guide

What’s in the guide?

Worksheets for:

  • Complex Individuals
  • Business Borrowers
  • Farming Operations


  • Hints and tips for analysis
  • Common guidelines and variations

Rob Farrington Senior VP Commercial RE, American First CU

“I just finished the audit with our federal and state regulators. They asked how we
are handling global analysis of tax returns and I broke out the manual I got from
Linda 14 years ago. It still holds up today as bulletproof for letting the examiners
know we know what we are doing.”