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Course Details

Advanced Tax Return Analysis For Banking And Financial Professionals

Webinar: ID# 1023570
Recorded CD
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About This Course:
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
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Advanced Tax Return Analysis For Banking And Financial Professionals
Available on CD format
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