Linda Keith CPA » 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

Comment are off

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

Comment are off

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

Comment are off

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

Comment are off

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

Comment are off

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

Comment are off

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

Comment are off

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

Comment are off

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

Tax Return Analysis: Using Qualified Dividends for Cashflow

Your question:

I was wondering why the Qualified Dividends (9b) on the...

23 Nov 2011

Linda Keith, CPA

Comment are off

mt-page, Qualified Dividends, Tax Analysis, Tax Return Analysis, Tax Return Analysis for Bankers, Tax Return Analysis Training

Capital Gains: Using the portfolio as potential cashflow

What about a track record

To count capital gains activity for recurring cashflow...

25 Oct 2011

Linda Keith, CPA

Comment are off

Capital Gains as cash flow, Creditor training on tax returns, Tax Return Analysis

123 4 5

Tag

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

Tax Return Analysis: Using Qualified Dividends for Cashflow

Your question:

Capital Gains: Using the portfolio as potential cashflow

What about a track record

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?

Subscribe to Ask Linda

Search

Privacy Policy - Legal - Contact