Lending Training

With more than 425 online training courses, dozens of seminars and certification programs, timely webinars and audio conferences, training manuals and access to on-demand content, you have the power to choose the ICBA Education learning experience that's right for you.

Webinar On Demand

Advanced Tax Return Analysis 2022 (MP4)

Webinar

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)

Lending Events and Webinars

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Identifying and Addressing Distressed Loans Seminar (formerly the Troubled Loans Seminar)

Lending Operations

Seminar - Livestream Aug 1, 2024 Register
Event Type Date Info
Webinar On Demand

Advanced Tax Return Analysis 2022 (MP4)

Webinar

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)
Webinar On Demand

Advanced Tax Return Analysis 2022 (MP4)

Webinar

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)

Order Past Webinars and Other Resources

Webinar On Demand

Advanced Tax Return Analysis 2022 (MP4)

Webinar

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)
ICBA Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0
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. Recorded Dec. 13, 2022.