Advanced Tax Return Analysis
Monday, October 18, 2021
2:30 pm – 4:30 pm Eastern
This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.
The webinar will begin with a brief review of analyzing a business owner’s personal “1040” tax return and 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.
Topics Covered:
- 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 Personal Residence, Rentals, Home Offices, and 1031 Tax-Free Exchanges
- Employer Provided Benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
- Retirement Planning Strategies including “Defined Benefit” (DB) Plans
- Estate Planning Issues including Gifting
- Year-End Tax Strategies
- Changes to the Tax Code that impact Business Owners including the “Tax Cuts and Jobs Act” (TCJA)
Who Should Attend?
Commercial lenders, credit analysts, relationship managers, credit administrators.
Instructor
David Osburn
David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners.
His extensive professional background of over 30 years includes 21 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. Mr. Osburn has also been an adjunct college professor for over 30 years including College of Southern Nevada.
Attendance verification for CE credits provided upon request.
Webinar Sponsored by OnCourse Learning (Total Training Solutions)
If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Patti Webb, (614) 610-1877.
| Registration Options (Member/Non-Member Pricing) |
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Live Plus Five ($265/$400) – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.
Live Plus Five (Additional Hookup) ($175/$265) – Registering another banker from a different location for Live Plus Five.
OnDemand Recording ($295/$450) – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.
CD-ROM ($345/$515) – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.
Live Plus Six ($365/$545) – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.
Premier Package ($395/$600) – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.
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