Advanced Tax Return Analysis for Banking and Financial Professionals

Duration: 90 Minutes
This webinar will provide the bankers with several advanced tax return concepts and related analyses to help them work with their business customers more effectively.
Advanced Tax Return Analysis
Instructor: David Osburn
Product ID: 501797
Objectives of the Presentation
The webinar 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 Rentals and Home Offices
  • Employer Provided Benefits including 'Qualified Retirement Plans' and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies including 'Defined Benefit' Plans & Captive Insurance
  • Estate Planning Issues including Gift Taxes
  • Year-End Tax Strategies
  • Recent Changes to the Tax Code that impact Business Owners
Why Should you Attend
The webinar 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.

Who will Benefit
  • Commercial lenders
  • Credit analysts
  • Loan documentation specialists
  • Branch managers
  • Private bankers
  • Business development officers
$150
Recorded Session for one participant
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  $350.00 Training CD
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How it works
Live Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches forCPAs, bankers, attorneys, credit managers, and business owners on topics such asBanking/Finance/Credit, Negotiation Skills, Marketing,and Management Issues.

Mr. Osburn’sContract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.

His extensive professional background of over 30 years includes 17 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His bankingcredentials include loan underwriting, loan "work-out", management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years including Nevada State College and College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma.

Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
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