Capital Gains and Losses: Recurring or Non-recurring?
Capital Gains and Losses: Recurring or Nonrecurring? The other day, an analyst called in to the Bukers Hotline asking about some items that were reported on their individual borrower’s Schedule D. They wanted to know whether their borrower’s capital gain was recurring or non-recurring, and what the associated cash flow adjustments should be. On this […]
Outside Net Worth in the Bukers Taxanalysis PFS Module
Outside Net Worth In the Bukers Taxanalysis PFS Module When spreading personal financial statements from a client, do you ever find the asserted values over-inflated? The net worth that is calculated when you spread the client’s personal financial statement into the Bukers Taxanalysis software is the client’s perception of his/her net worth. Is that the […]