Learn about several advanced tax return concepts and related analyses to help you work more effectively with your bank's business customers.

We will begin with a brief review of analyzing a business owner's personal 1040 tax return, as well as the return of an LLC, S corporation, and C corporation - including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.

Then we will cover more advanced tax topics - listed below - related to business clients. Each topic will be presented from the perspective of more effectively working with your bank's 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