Webinar series: Analyzing Self-Employed Borrowers
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Getting Started & the Sole Proprietor
We’ll cover the foundational concepts you'll need in your analysis of your borrower’s qualifying income, with a focus on the sole proprietor (Schedule C).
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Concentrating on S Corporations
Learn to document, calculate and analyze income from an S corporation (Form 1120-S). Uncover the important difference between ordinary income and distributions.
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Zeroing in on Partnerships & LLCs
Take your SEB knowledge to the next step and zero in on evaluating partnerships (Form 1065). Help solve a K-1 mystery and learn what makes LLCs unique.
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Focusing on Corporations & Financial Statements
Discover how corporations are different than any other business entity (Form 1120). Learn what a balance sheet and a profit and loss statement tell us about the health and profitability of a business.
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Looking at Income from Farming
Dig further into the mystery behind farming income and learn how to cash flow income from a Schedule F and partnership return.
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Evaluating & Calculating Rental Income
Join us as we calculate income from our sample borrower's 3 rental properties. Discover when a lease agreement can be used or when a review of Schedule E is required.
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Using Rental Income from a Business-Owned Property
We'll discuss using rental income from a property owned by your borrower's business and what to do when your borrower is personally liable for the associated mortgage.
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Overcoming Tough Challenges
Test your knowledge in this advanced class that tackles tricky SEB scenarios with unusual and atypical circumstances. Our trainer will answer complex SEB questions.