Overview
Modeling Taxes for Different Business Structures Overview
In this guided Practice Lab, we will use personal and corporate tax information to create a basic income tax model and understand how forms of business structure give rise to different taxes. We will enhance your productivity by practicing several different keyboard shortcuts and format models using best practices, working with Excel tables, and gaining comfort around analysis calculations. By the end of this lab, you will understand how to set up tables in Excel and perform modeling with data using tools such as MATCH, INDEX, XLOOKUP, and Goal Seek.
Modeling Taxes for Different Business Structures Learning Objectives
- Analyze different models to use and their tax implications.
- Practice various keyboard shortcuts to work through Excel efficiently.
- Develop foundational modeling skills using Excel Tables and Structured references.
- Interpret key financial data to inform business decisions.
- Estimate taxes at two levels of government and under progressive and flat tax regimes.
Who Should Take This Course?
This Modeling Taxes for Different Business Structures Practice Lab is perfect for any aspiring or early-stage credit professionals, including business and commercial bankers, credit analysts, real estate lenders, equipment finance, loan & mortgage brokers, and other private (non-bank) lenders.
Modeling Taxes for Different Business Structures
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Level 2
Approx 1.5h to complete
100% online and self-paced
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See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Working with Tables in Excel
Table – Set Up Columns
Free Preview
Table – Create
Free Preview
Table – Calculate Marginal Tax
Table – References, Calculate Minimum Tax
Table – Fill Down
Interactive Exercise 1
Table – Name, Number Format
Table – Paste Formatting, Use Group
Table – Corporate Tax
Table – Practice Formatting
Table – State Individual Tax
Table – Enter State Individual Tax
Interactive Exercise 2
Table – Practice State Individual Tax
Table – Enter State Corporate Tax
Table – Practice State Corporate Tax
Preparing a Model in Excel
Model – Taxable Income, Define Name
Interactive Exercise 3
Model – Calculate Federal Individual Tax
Model – Find Data within Tables
Model – Use MATCH with Tables
Model - Use INDEX with Tables
Model – Use XLOOKUP with Tables
Interactive Exercise 4
Model – Review Tables and References
Model – State Individual Tax
Model – Modify References
Model – Practice References
Model – Individual Tax Total
Model – Practice Formatting
Interactive Exercise 5
Model – Corporate Tax, Find and Replace
Model – Review Model
Model – Goal Seek
Course Summary
Qualified Assessments
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Commercial Banking & Credit Analyst (CBCA)® Certification
Modeling Taxes for Different Business Structures is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 57 courses.
- Skills Learned Financial Analysis, Credit Structuring, Risk Management
- Career Prep Commercial Banking, Credit Analyst, Private Lending
What our students say
Excellent Course
The course is well structured.
The course is well structured.
Joel Johny
Very Practical
Highly recommend!
Highly recommend!
