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The same manuals used in our live and online training programs. Trusted by analysts and lenders nationwide as both learning tools and everyday desk references.
Tax Return Analysis: Essentials & 1040 Review
The tax return tells a story. Do you know how to read it?
Most analysts look at the bottom line of a 1040 and move on. But taxable income is not cash flow, and the difference can make or break a lending decision. This 175+ page hands-on manual teaches you to see what others miss.
- How to extract actual cash flow from a 1040, not just what the IRS sees
- Where the danger signals hide in a return and what they reveal
- Sample returns with fully worked solutions
- Step-by-step worksheets and procedures
- A loan request checklist you can use immediately
- Case studies with solutions that walk you through real scenarios
Beyond the 1040: Corporation, Partnership & LLC Returns
Your borrower chose their entity structure for a reason. Do you know what it means for your risk?
This 225+ page resource guide goes beyond definitions and into what actually matters: how each entity type impacts cash flow, tax reporting, and your exposure as a lender.
- Why business owners choose the entities they do, and what it means for you
- How to compare taxable income to actual cash flow across entity types
- Dedicated sections on corporations, partnerships/LLCs, and S corporations
- Risk exposure analysis for owners and guarantors
- Taxable income-to-cash flow comparisons
- Case studies for each entity type
Financial Statement Analysis: The Business Scorecard
Financial statements are a foreign language. This manual makes you fluent.
A hands-on manual geared to the basic-to-intermediate level. It puts you to work with complete exercises using four sets of real-world financials, from the very simple to a publicly traded company.
- How to read and interpret balance sheets, income statements, and statements of cash flow
- How to use ratio, percentage, and trend analysis to assess performance
- What CPA-prepared statements really tell you, and where to look for what they don't
- Cash vs. accrual basis fundamentals
- Write-up tips for documenting your analysis
- Four complete case studies with exercises
The Complete Analyst Library
Everything you need. One price. Over 575 pages of hands-on training, real-world case studies, and ready-to-use worksheets.
- Tax Return Analysis: Essentials & 1040 Review ($195 value)
- Beyond the 1040: Corporation, Partnership & LLC Returns ($195 value)
- Financial Statement Analysis: The Business Scorecard ($125 value)
Instant PDF download (3 files). Save $125.
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