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Advanced Tax Return Analysis for Financial Professionals

This webinar will provide the financial professional with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.
Upcoming
DATE

Monday, October 5, 2026
2:30 pm - 4:00 pm

INSTRUCTOR

David Osburn

FORMAT

Webinar

CREDIT TYPE

1.5 CPE Credits

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Lending
  • Management/Employee Development
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Marketing Officer/Business Development
  • Private Banker
  • Small Business Lender
  • Training Manager
  • Trainer

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The session will begin with a brief review of analyzing a business owner&rsquo,s personal &ldquo,1040&rdquo, 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.

The remainder of the webinar will cover &ldquo,advanced&rdquo, 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 &ldquo,Qualified Retirement Plans&rdquo, and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies including &ldquo,Defined Benefit&rdquo, (DB) Plans
  • Estate Planning Issues including Gifting
  • Year-End Tax Strategies
  • Changes to the Tax Code, including the OBBB (One Big Beautiful Bill), that impact Businesses and Business Owners/ Guarantors

Who Should Attend

Commercial lenders, credit analysts, relationship managers and credit administrators.

Skill level:None

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.

Continuing Education Credit Information

Advanced Tax Return Analysis for Financial Professionals has been approved for 1.5 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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