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2009 eSchools

CUNA Using Tax Returns to Qualify a Loan eSchool

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February 18–March 4, 2009
Three classroom sessions held
2:00–4:00 p.m. Central Time
(3:00–5:00 p.m. EST, 1:00–3:00 p.m. MST, 12:00–2:00 p.m. PST — Confirm the relative time in your area by visiting www.time.gov)

ABOUT THIS ESCHOOL
A growing number of your borrowers are self-employed or earn substantial income from rentals or side businesses – and expect you to use this income to qualify their loan. Learn how to use a member's income tax return to verify these non-traditional incomes and determine their ability to pay you back. You'll learn how to analyze personal income tax returns to find hidden expenses, hidden income, and other information beneficial to making loan decisions. Analysis forms and instructional materials are supplied to each participant.

Can't attend the live eSchool? Click here to register for the archived (recorded) version.

Through this eSchool you will:

Learn how to quickly obtain monthly net or gross income from a borrower's personal income tax return
Identify the information that borrowers hide and reveal in their own interest when applying for a loan, and how this may effect their borrowing ability
Understand the forms involved in these non-traditional income situations and how to obtain the relevant information

Class Schedule

Feb 18, 2009

Introduction: Form 1040 and Schedules A & B

Feb 25, 2009

Schedules C & D, and Forms 6252 & 4797

Mar 4, 2009

Schedules E & F, Form K-1 for Partnerships, and Form S for Corporations

For more program content information or to request a brochure, call 800-356-9655, ext. 4249 or e-mail training@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

Affiliation with CUNA/League is required for attendance.

TUITION
Registration Fee, Attendee: $500 per person
CUNA Council members receive a $100 discount.

WHO SHOULD ATTEND
Credit union professionals who frequently receive requests to approve loans for members based on their ‘other' income sources will learn how to determine the borrower's accurate income and ability to repay.

TOPICS & OBJECTIVES

INSTRUCTORS

CANCELLATIONS
The last day for cancellations was February 10, 2009. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

CPE Credits

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100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.

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