Advanced Tax Return Analysis

Taxes

Dec 14, 2021

11:00 am Eastern | 10:00 am Central | 9:00 am Mountain | 8:00 am Pacific

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 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: $199
Nonmembers: $299
Unlimited Webinar Pass subscription: $0

NOTE: Registration fee is valid for one connection, only for the individual registered. Full payment is required prior to attendance.  For more information, call 800-422-7285. 

1.5

David Osburn

Owner

David L. Osburn & Associates, LLC

Who Should Attend: Commercial lenders, credit analysts, relationship managers, credit administrators
Advanced Preparation: Basic knowledge of lending.
Program Level: Intermediate 
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based

Webinar Attendance/Cancellation Policy

Full payment is required prior to live event attendance. Digital products will be made available when full payment is received.

Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.

This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.