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.
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
David L. Osburn, M.B.A., CCRA with Osburn & Associates, LLC
AIPB ,CLE (Please check the Detailed Credit Information page for states that have already been approved) ,CPE ,Additional credit may be available upon request.