Course Details

Advanced Tax Return Analysis For Banking And Financial Professionals

Webinar: ID# 1034640
Recorded On-Demand
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.

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.

Each of the topics will be presented from the perspective of more effectively working with business customers.What You'll Learn:
  • 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
Advanced Tax Return Analysis For Banking And Financial Professionals
or via On-Demand
Course Details
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