Advanced Tax Return Analysis Workshop

Workshop Topics:

  • 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), the CARES Act, and proposed tax legislation

Who Should Attend? Commercial lenders, credit analysts, relationship managers, and credit administrators.

Speaker: David Osburn, MBA, CCRA

Registration Information: The member registration fee of $265/attendee/workshop includes program registration, instruction and materials, and one connection to the livestream using Zoom. If you are planning to attend in Lansing, please reply to your confirmation email to let WBA staff know and further in-person workshop details will be provided.


Sep 08 2022


8:00 am - 2:00 pm



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