Advanced Tax Return Analysis for Financial Professionals

The session will begin with a brief review of analyzing a business owner’s personal 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 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, including the OBBB (One Big Beautiful Bill), that impact Businesses and Business Owners/ Guarantors

Date

Oct 05 2026
Expired!

Time

1:30 pm - 3:00 pm

More Info

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Labels

Webinar/Online
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