Webinar Details:
Due diligence is crucial in lending and allows lenders to thoroughly evaluate a borrower’s financial situation while complying with lending regulations. This free webinar, entitled Hidden Tax Debt: What You Should Know About Your Borrowers, will focus on a more thorough due diligence approach by identifying what tax information is available outside of filed federal tax liens and how that hidden tax debt can assist not only in initial due diligence but also in maintaining insight into a borrower’s current financial picture. Presenters Wendy Burbidge of Cogency Global and Rich Porterfield of Tax Guard will cover how a comprehensive due diligence process can identify potential risks and assist lenders in making informed decisions about whether to extend a loan and on what terms. This ultimately minimizes the chance of loan default and protects the lender’s investment by uncovering any hidden issues that could impact repayment ability.
Learning Objectives: