Advanced Tax Return Analysis for the Banker

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 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.

Registration Options:

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

Available Upgrades:
12 Months OnDemand Playback + $110
12 Months OnDemand Playback + CD + $140
Additional Live Access + $75 per person

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Oct 17 2022


1:30 pm - 3:30 pm



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