Effective Tax Return and Cash Flow Analysis

Duration: 90 Minutes
In this webinar, you will learn how tax return analysis can be used to determine an individual and company's cash flow position. With this knowledge, you will be able to help their clients improve their cash flow position, obtain financing and/or better manage their on-going business operation.
Tax Return Analysis for Cash Flow Analysis
Instructor: David Osburn
Product ID: 505339
Objectives of the Presentation
  • Determine an individual and company's cash flow position using tax return analysis to improve cash flow, obtain financing and/or improve business operation
  • Calculate personal cash flow using 1040 tax return (including schedules and K-1s)
  • Explore business tax returns including partnership (LLC), S corporations, C corporations and prepare cash flows from these entities; calculate global or combined 'personal' and 'business' cash flow analysis
  • Discuss tax code updates and their impact on cash flow
  • Review ways to use the tax returns to market/ improve the cash flow of the CPA practice
Why should you Attend
The first part of the webinar will concentrate on 'personal tax return' analysis including reviewing the 'true' cash flow derived from the 1040 federal tax return (based on the various schedules and K-1 forms), and preparing a 'personal cash flow' from information gleaned from the 1040.

The second part will focus on the analysis of various 'business tax returns' including the partnership (LLC), S corporation, and C corporation structure, analyzing business federal tax returns and prepare 'cash flows' for these entities, and also creating a 'global' or combined cash flow analysis (personal & business).

We will also discuss updates to the current tax code and how they impact personal and business cash flow and how we can use the tax returns to market/ improve the cash flow of the CPA practice.

Who will Benefit
  • CPAs
  • CFO/Controllers
  • Financial Managers
  • Auditors
  • Financial Analysts
  • Practitioners who provide accounting, tax or consulting services to businesses.
$300
Recorded Session for one participant
Get life time access with download option!
Book this course
Pay Now
  $450.00 Training CD
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
  $550.00 Flash Drive
Free shipment within 4 Working Days of placing the order. Get life time access for unlimited participants.
For multiple location please contact our customer care team +1-510-857-5896.
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).
View More