K-1 & Pass-through Series: Cashflow Analysis of a Pass-thru — Which Schedules Matter Most?
Автор: Lenders Online Training
Загружено: 2025-09-16
Просмотров: 39
Do lenders really need to review all 57 pages of a tax return?
In this session of our K-1 & Pass-Through Series, Senior Credit Trainer Dave Stauffacher and Chief Credit Trainer Linda Keith, CPA explain which schedules in a 1065 or 1120S are essential for cashflow analysis—and which can safely be skipped.
You’ll learn:
✅ Which schedules reveal the numbers you need for cashflow
✅ Which schedules give you insight into the business itself
✅ How to avoid chasing missing pages that never had to be filed
✅ Red flags to watch for in Schedules B, K, L, M-1, and M-2
This conversation is part of our ongoing series designed to help credit analysts and lenders analyze tax returns with clarity, cut through the confusion, and say “yes” to good loans.
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