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Advanced Tax Return Analysis for Financial Professionals

This webinar will provide several advanced tax return concepts and related analyses to help you more effectively work with your business customers.

OnDemand
Recorded Monday,
October 20th, 2025
Presented by David Osburn
1h 30m total length
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Collections
  • Commercial/Business Lending
  • Customer Service
  • Lending
  • Management/Employee Development
  • Sales
  • Bank Legal Counsel
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Private Banker
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer
  • Workout Specialist/Collector

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The session will begin with a brief review of analyzing a business owner’s personal 1040 tax return. It will include 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 webinar will cover advanced tax topics related to business clients.

What You'll Learn

  • 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 businesses and proposed tax legislation

Who Should Attend

This session is ideal for commercial lenders, credit analysts, relationship managers, and credit administrators.

David Osburn

Instructor Bio

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of over 30 years encompasses 24 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 banking credentials include loan underwriting, loan “work-out”, management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

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