Microsoft Excel macro enabled template walking the banker through the Form 1040 including calculating the cash flow of the borrower (guarantor) and a prioritized list of follow-up questions.
This two day in-house course is designed for the Business Banking Relationship Manager using both the business tax return and the personal tax return of the guarantor in the relationship. Stand alone business cash flow and personal cash flow are calculated using the BankSems exclusive 'No Questions Asked' models; then blended to produce a 'global' cash flow model.
Tax rates are likely to increase in the fairly short term - planning opportunities abound.
Dropping the S election and reverting back to a taxable 'C' corporation is an option.
Microsoft Excel macro enabled template walking the banker through the Form 1040 including calculating the cash flow of the borrower (guarantor) and a prioritized list of follow-up questions.
BankSems, LLC
2528 Princeton Court
St. Louis Park, Minnesota 55416
952-929-9444