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Advanced Tax Return Analysis for the Banker

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

OnDemand
Recorded Monday,
October 17th, 2022
Presented by David Osburn
2h total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Collections
  • Commercial/Business Lending
  • Lending
  • Lending Compliance
  • Branch Manager
  • Commercial Lender
  • Controller/Accountant
  • Credit Analyst
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Small Business Lender
  • 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 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.

What You'll Learn

  • The remainder of the seminar 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 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 Business Owners including the “Tax Cuts and Jobs Act” (TCJA), CARES Act, ARP Act, Infrastructure Investment and Jobs Act, and proposed tax legislation

Who Should Attend

Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers.

David Osburn

Instructor Bio

David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners.

His extensive professional background of over 30 years includes 20 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. Mr. Osburn has also been an adjunct college professor for over 30 years including College of Southern Nevada.