Linda Keith CPA » cashflow analysis of tax returns

Warning signs for a troubled business?

I wrote the AllBusiness.com article linked below during the recession BEFORE the Great...

02 Jul 2020

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business credit, cashflow analysis of tax returns, Covid-19, Credit Risk, pandemic recession, Recession, Tax Return Analysis

Lender Depreciation Add-Back? It depends on where you find it

Catherine’s question:

What is the...

04 Feb 2015

Linda Keith, CPA

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Add back depreciation, business lending, cashflow analysis of tax returns, Depreciation, tax return analysis

Startpoint: Taxable income or net income per books?

Tierney's question:

We are being encouraged to start with the net income per...

12 Dec 2013

Linda Keith, CPA

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Balance Sheet, cashflow analysis of tax returns, Tax Return Analysis

Basics for Bankers: Reconciling Net Income per Books to Taxable Income

Thomas's question:

Our bank used CPA-prepared financials on the accrual basis...

10 Oct 2013

Linda Keith, CPA

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1120S, 1120s Schedule M-1, accrual basis tax returns, cash basis tax returns, cashflow analysis of tax returns, Tax Return Analysis

When non-passive income in one year is passive the next

Franny's question:

My borrowers reported $7,000 non-passive income in 2011,...

04 Jun 2013

Linda Keith, CPA

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1040 Schedule E, cashflow analysis of tax returns, Tax Return Analysis

Business as usual. The road to success is not paved.

Business has been bumpy during the recession. But truthfully, almost every business, in any...

02 Feb 2013

Linda Keith, CPA

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business credit, Business Lending, business success, cashflow analysis of tax returns, Corelytics, Tax Return Analysis

Why Guaranteed Payments are not Guaranteed

Lenders and underwriters in my training workshops on Cashflow Analysis of Tax Returns often...

22 Dec 2011

Linda Keith, CPA

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cashflow analysis of tax returns, LLC Tax Return Analysis, Partnership Tax Return Analysis

Stock Capital Gains: What to count when it is long-term

Learn how to decide if you should count Stock Capital Gains and review the form to use.

11 Oct 2011

Linda Keith, CPA

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cashflow analysis of tax returns, Qualifying Income, Stock Transactions as Cashflow; qualifying cashflow, Tax Return Analysis Training

Lending on Asset Conversion instead of Income

Check your Guidelines

Well, first, consider that a lender/underwriter can do...

30 Aug 2011

Linda Keith, CPA

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Asset Conversion, Cash Flow analysis, cashflow analysis of tax returns, Qualifying Income, Qualifying the borrower

Interest from a K-1 on Schedule B: Count it or not?

Here is how you end up with Interest from a Schedule K-1 on 1040 Schedule B:

18 Apr 2011

Linda Keith, CPA

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1040 Schedule B Interest, 1065 K-1, 1120S K-1, Bank tax return analysis training, cashflow analysis of tax returns, Credit Union Tax Return Analysis training, LLC K-1, Pass-through income, Schedule K-1

Tag

Warning signs for a troubled business?

Lender Depreciation Add-Back? It depends on where you find it

Catherine’s question:

Startpoint: Taxable income or net income per books?

Tierney's question:

Basics for Bankers: Reconciling Net Income per Books to Taxable Income

Thomas's question:

When non-passive income in one year is passive the next

Franny's question:

Business as usual. The road to success is not paved.

Why Guaranteed Payments are not Guaranteed

Stock Capital Gains: What to count when it is long-term

Lending on Asset Conversion instead of Income

Check your Guidelines

Interest from a K-1 on Schedule B: Count it or not?

Latest Blog Posts

New rules for meals and entertainment may change your cashflow analysis

When to use K-1 Pass-Thru Income for Personal/Owner Analysis?

Cash vs Property K-1 Distributions: Which do you count?

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