Advanced Tax Return Analysis for the Banker - Sp22

Course Length
90 mins

Instructor
David Osburn

Price
$330.00

Upcoming Sessions

Description

Presented by: David Osburn, Osburn & Associates, LLC

This 90-minute program will be presented live on: March 22, 10:00-11:30 a.m. Central Time
Recording available through: June 22, 2022
Price: $330

This seminar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

The session 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.

The remainder of the seminar will cover the following advanced tax topics related to business clients:

  • 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), the CARES Act, and proposed tax legislation

Target Audience: Commercial lenders, credit analysts, relationship managers, credit administrators

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