Feb 28

Understanding Personal Tax Returns Part 2: Schedules E & F

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Available for 6 months following Live
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your bank
  • Presenter’s contact info for follow-up

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Part 2 of this series for consumer and commercial lenders will cover Schedules E and F, which are some of the most difficult schedules to analyze. You will learn about Schedule E Page 1 (Rental and Royalty Properties) and the best way to find cash flow for a debt ratio calculation. For Schedule E Page 2 (Partnership and S Corporation pass-throughs), discover which pass-through items can be ignored, and where to find the real cash flow from partnerships and S Corps. With Schedule F (Farm Income), find the actual cash flow, not what the borrower reported for tax purposes.

Upon completion of this session, you will be able to efficiently identify actual cash flow from sources such as rental properties, partnerships, S Corps, and farms, and how they affect an individual’s cash available for debt service. (Note: This method does not follow Fannie, Freddie, or QM rules used in mortgage lending.)

Continuing Education:   Attendance verification for CE credits upon request


  • Schedule E, Page 1:  Rental and Royalty Income
    • Entails more than just adding back depreciation – learn how to find the real cash flow from these properties
  • Schedule E, Page 2:  Partnerships and S Corporations
    • Most information that is passed through is useless because it doesn’t represent cash flow – learn what income can be relied upon and what should be ignored as phantom income
  • Schedule F:  Farm Income – additional income that might be hidden in farmers’ tax returns

    • Free copy of Lenders Tax Analyzer© software
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


"Understanding Personal Tax Returns Part 1: Schedules A, B, C & D"
Thursday, February 1, 2018


This informative session is designed for anyone in the lending area including chief lending officers, service representatives, sales staff, new accounts personnel, loan officers, loan underwriters, credit analysts, loan processors, branch managers, CEOs, and other key lending staff.

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


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