BankTrainingCenter.com offers banking exams, banking degree training, and professional development for banking professionals
Course/Product Description
Title:

Advanced Tax Return Analysis For Banking And Financial Professionals

SKU:WC-1022807
Date / Time: Recorded
Format: Webinar
Order:Qty:
Description:

This webinar will provide the banker/financial professional with several advanced tax return concepts and related analyses to help them more effectively work with their business customers while determining both the business and business owner's true cash flow.

We will begin with a brief review of analyzing a business owner's personal 1040 tax return and the return of both an LLC and an S corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. The remainder of the subject matter will cover business structure, Section 179 depreciation, bonus depreciation, capital gains/loss issues, passive activities, real estate tax issues, retirement plans, HSAs, defined benefit plans, captive insurance, estate planning, year-end tax strategies, and recent changes to the tax code.

Each of the topics will be presented from the perspective of more effectively working with business customers.

Agenda

  • The Tax Return of a Business Owner (1040), LLC (1065), S Corporation (1120S), and C Corporation (1120) and Determine Their True Cash Flow
  • Schedules M-1 and M-2, Schedule K-1, Pass-Through Transactions, and Other Deductions
  • Corporate Tax Issues Including Business Structure, Section 179 Depreciation, and Bonus Depreciation
  • Investments Including Capital Gain/Loss Issues and Passive Activities
  • Real Estate Issues Including Rentals and Home Offices
  • Employer Provided Benefits Including Qualified Retirement Plans and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies Including Defined Benefit Plans and Captive Insurance
  • Estate Planning Issues Including Gift Taxes
  • Year-End Tax Strategies
  • Recent Changes to the Tax Code That Impact Business Owners
About The Presenter

David L. Osburn, MBA, CCRA
  • Founder and managing member of Osburn & Associates, LLC
  • Practice emphasizes business training and contract CFO work
  • Conducts regular seminars, webinars, and keynote speeches covering banking, financing, credit, negotiation skills, marketing, management, and customized topics
  • National Association of Credit Management (NACM) Credential-Certified Credit & Risk Analyst (CCRA)
  • M.B.A degree in finance and marketing; B.S. degree in finance; ABA National Commercial Lending School


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
Order:Qty:
Share This: Share on Facebook


Share on Twitter


Share on Google+


Legal Issues of Checks
Legal Issues of Checks

Small Creditor Revisions,  ATR &QM Requirements
Small Creditor Revisions, ATR &QM Requirements

HMDA Data Collection &Reporting Requirements for 2018
HMDA Data Collection &Reporting Requirements for 2018

SSNs, EINs, and ITINs: Understanding Your Job as a Withholding Agent
SSNs, EINs, and ITINs: Understanding Your Job as a Withholding Agent

Dealing With Subpoenas, Summonses, Garnishments, Tax Levies, etc.
Dealing With Subpoenas, Summonses, Garnishments, Tax Levies, etc.

Best-Ever Compliance Checklists For Consumer Loans
Best-Ever Compliance Checklists For Consumer Loans

Bank and Financial Institution Fraud
Bank and Financial Institution Fraud

Certified Regulatory Vendor Program Manager
Certified Regulatory Vendor Program Manager

Dealing with Difficult People
Dealing with Difficult People

Commercial Real Estate Lending: Property Types, Lease Structures and Other Non-Financial Risks
Commercial Real Estate Lending: Property Types, Lease Structures and Other Non-Financial Risks

Communication Skills for Women
Communication Skills for Women

Auditing Your Bank Secrecy Act Program

Loan Officer Boot Camp
Loan Officer Boot Camp

Loan Processing 101: The Basics
Loan Processing 101: The Basics

Tax Return Analysis Workshop For Mortgage Professionals
Tax Return Analysis Workshop For Mortgage Professionals

FHA Direct Endorsement - DE Underwriting
FHA Direct Endorsement - DE Underwriting

FacebookBankTrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9375 | support@BankTrainingCenter.com
Copyright BankTrainingCenter.com 2017 | Web Site Development by OTAU
Facebook