Advanced Tax Return Analysis for Financial Professionals

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.

Date

Oct 20 2025
Expired!

Time

1:30 pm - 3:00 pm

More Info

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Labels

Webinar/Online
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