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Advanced Tax Return Analysis for Banking and Financial Professionals

presented by Lorman Education Services
View the Lorman Education Services Profile and Course Listings

Summary

Advanced Tax Return Analysis for Banking and Financial Professionals

Workshop Description/Agenda

Benefits
Learn several advanced tax return concepts and related analyses. This topic will provide the bankerfinancial professional with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. We will begin with a brief review of analyzing a business owners personal 1040 tax return and the return of both an LLC and an S corporation including Schedules M1 and M2, Schedule K1, passthrough transactions, and other deductions. Each of the topics will be presented from the perspective of more effectively working with business customers.

Agenda
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

Faculty
David L. Osburn, M.B.A., CCRA with Osburn & Associates, LLC

Credits
AIPB ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request.

Who Should Attend

This live webinar is designed for presidents, vice presidents, loan officers, loan department personnel, branch managers, credit and collections managers, credit analysts, compliance professionals and attorneys.

Additional Information

Training Provider: Lorman Education Services

Course Topics: Finance/Investing Training > Banking

Training Course Summary: Advanced Tax Return Analysis for Banking and Financial Professionals


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