Virtual Training Webinars

  1. Understand the difference between CPA-prepared, compiled, reviewed and audited financial statements so you can understand how much each format mitigates your risk as a lender, underwriter or analyst.

    This webinar was presented to participants in

    # Uploaded 2 Plays 0 Comments
  2. We wrap up week one of class with a recap of the foundational online modules:
    Green Legos, Six Ns and a Map to Tax Return Analysis
    Cash versus Accrual (and why it matters in tax return analysis)
    Debt, Debt Ratios and Debt Shortcut

    And Linda covers how to find information fast from the website.

    # Uploaded 12 Plays 0 Comments
  3. Mid-way through the Tax Return Analysis Class we are ready for the business tax returns modules. In this week's lesson we will run through a 30 page 1040 and decide which pages we can completely ignore. BONUS: My technique to tag the pages in such a way that I don't keep looking at them. But don't miss important forms and schedules along the way...

    # Uploaded 10 Plays 0 Comments
  4. Half-way through the online modules on 1040 Analysis, we pause to run through how to use the Excel-Based Cashflow Worksheet including AGI and SAM approach and how to create copies of individual worksheets when the borrower has more than on Schedule C, for example.

    # Uploaded 21 Plays 0 Comments
  5. We are down to the last two weeks of the class and cover the walk-thru of the corporate return case study completed this week. Also, we begin to answer the question: Are Guaranteed Payments really guaranteed?

    # Uploaded 7 Plays 0 Comments

Virtual Training Webinars

Linda Keith CPA PRO

These are recordings of webinars for the Virtual Classes on Tax Return and Financial Statement Analysis.

Browse This Channel

Shout Box

Heads up: the shoutbox will be retiring soon. It’s tired of working, and can’t wait to relax. You can still send a message to the channel owner, though!

Channels are a simple, beautiful way to showcase and watch videos. Browse more Channels.