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Join Sageworks and Linda Keith Wednesday February 24th for “The Cs of Credit Guidelines for Tax Return Analysis” Webinar

Abrigo

In this webinar, Sageworks is teaming up with Linda Keith CPA again to bring you more great information about tax return analysis. Linda has been a guest speaker on several Sageworks webinars that covered topics like Global Cash Flow , Red Flags for Tax Return Analysis and Making Judgement Calls for Tax Return Analysis.

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Food for Thought: A Policy on Credit Exceptions

Abrigo

Portfolio segments should be monitored and managed, not get buried in exception counts. unsecured lending is bad rather than unsecured lending should only be extended to high pass risk rated credit). This is particularly true of credit exceptions related to account management (e.g., and property tax payments.

Policies 195
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The most asked questions on global cash flow analysis: passive v. non-passive income/loss

Abrigo

Passive In the webinar, Keith began answering this question by showing a page from a sample 1040 tax form, where she has highlighted the ‘passive’ and ‘non-passive’ sections of the schedule E. She explains that you should think of this as investment activity, not active management of the business.

Analysis 150
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How Are PPP Loans Forgiven? What We Know Now

Abrigo

Manage PPP loans through forgiveness. or who received annualized pay of more than $100,000 during any period in 2019; state and local employer taxes assessed on an employee’s compensation (i.e., Lending & Credit Risk. SBA Lending. Lending & Credit Risk. learn more. How much of a PPP loan can be forgiven?

Taxes 195
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What's With Regulator Agita Over Bank Commercial Real Estate Lending?

Jeff For Banks

Both institutions were over the CRE concentration guidelines, so putting them together would exasperate this risk, so the regulatory thinking must have been. Today, I read an American Banker article on how a multi-billion dollar bank is going to ramp up its business lending. They couldn't get regulatory approval.

Lending 60
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Bank Customers Lose Real Money

Jeff For Banks

Heck, maybe there'll be a reassessment and your real estate taxes will go down. Taxes go down? Retiree: That's Not So Funny To the retiree that prefers the safe haven of FDIC insured deposits held at the local bank that lends it out locally, this is a serious issue. I made a funny.

Taxes 78
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The Fintech 250: The Top Fintech Startups Of 2018

CB Insights

Business Lending & Financing. General Lending & Marketplaces. Mortgage Lending. Point-of-Sale & Personal Lending. Wealth Management. Alternative lending platform SoFi raised a $500M Series F from SoftBank Group, GPI Capital, and Silver Lake Partners. Business Lending. Business Lending.

Fintech 78