K-1 & Pass-through Series: 3 Things to Verify & 1 to Ignore on a K-1
Автор: Lenders Online Training
Загружено: 2025-12-02
Просмотров: 8
Описание:
If K-1s feel confusing or cluttered, you’re not alone. In this livestream, Linda Keith teams up with David Stauffacher to walk you through the three K-1 overview items that always matter and the one thing you can confidently ignore.
Rather than diving straight into the numbers, Linda and David focus on the “big-picture” checks that help lenders and analysts avoid wrong turns before spreading a single dollar. They explain:
🔹 Why the owner’s name matters (guarantors, spouses, and control)
🔹 How percentage of ownership affects cashflow and document requirements
🔹 What it really means when a K-1 is marked “Final”
🔹 Why you should ignore K-1 liabilities entirely
🔹 What NOT to do with ordinary income, wages, or other distracting line items
As always, the livestream is conversational, practical, and grounded in real-world banker questions. If your borrowers file K-1s, or if you’ve ever wondered which K-1 numbers to trust, this session is built for you.
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