Linda Keith CPA » 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

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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

Tax Returns vs. Tax Account Transcripts

Andrew's question:

We have a borrower who provided an IRS Transcript in lieu of a...

18 Sep 2013

Linda Keith, CPA

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Financial Statement Analysis, IRS, Tax Account Transcripts, Tax Return Analysis

Should Global Analysis include all related entities?

Erica's question:

I am lending to an LLC and requiring all owners to sign on the...

23 Aug 2013

Linda Keith, CPA

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cashflow of tax returns, Credit analysis, Global Cash Flow, Lending guidelines, related parties, Tax Return Analysis

AgLending: What's a good proxy for living expenses?

Bob's question:

We are an AgLender trying to establish a reasonable proxy for...

17 Jul 2013

Linda Keith, CPA

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AgLending, Global Cash Flow, Living Expenses, 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

Passive vs NonPassive Losses: What is a lender to do?

Desi's question:

Can passive &/or non-passive losses on the 1040 tax return be...

20 Mar 2013

Linda Keith, CPA

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passive vs nonpassive, Tax Return Analysis

Tax vs GAAP: 6 legitimate differences for lender global cashflow

Jerry's question:

I just compared the tax returns I recently received from a...

06 Mar 2013

Linda Keith, CPA

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business credit, Business Lending, Gaap vs Tax, Global Cash Flow, Linda Keith, Linda Keith CPA, Tax Return Analysis, Tax Return Analysis Training

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

When can I use Schedule E for Pass-thru entities?

Brent's question:

I recently attended your Farm Credit training out in...

18 Dec 2012

Linda Keith, CPA

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1040 Schedule E, cash flow analysis of tax returns, K-1 Pass-Thru income, passive vs nonpassive, Tax Return Analysis

The FDIC and Global Cashflow: A Typical Question

Brian Hamilton, President of Sageworks Loan Analysis Software, will be addressing FDIC...

18 Jan 2012

Linda Keith, CPA

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Brian Hamilton, FDIC, Global Cash Flow, Linda Keith CPA, Sageworks, Tax Return Analysis

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

Thomas's question:

Tax Returns vs. Tax Account Transcripts

Andrew's question:

Should Global Analysis include all related entities?

Erica's question:

AgLending: What's a good proxy for living expenses?

Bob's question:

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

Franny's question:

Passive vs NonPassive Losses: What is a lender to do?

Desi's question:

Tax vs GAAP: 6 legitimate differences for lender global cashflow

Jerry's question:

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

When can I use Schedule E for Pass-thru entities?

Brent's question:

The FDIC and Global Cashflow: A Typical Question

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