Advanced Tax Return Analysis

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.

The webinar 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.

Covered 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)

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

David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training and 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 21 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.

Registration Options:

“Live” Web connection – $265
6-month “OnDemand” website link only – $295
CD-ROM and e-materials only – $345
Live plus OnDemand website link – $365
Premier Package:  Live, OnDemand link, and CD-ROM plus – $395


Oct 18 2021


1:30 pm - 3:30 pm



More Info