Advanced Tax Return Analysis for Bankers

with
David Osburn
On-Demand
$129.00
Training Includes:
  • Certificate of Attendance
  • This training is available as an on-demand recording.

David Osburn, an expert in business tax reporting, will explain what details you can discover about a business from its tax filings. You will learn advanced tax return analysis strategies that you can apply to more effectively work with your business clients and reduce risk for your institution.

What You'll Learn

  • How does business structure affect corporate tax returns?
  • What do tax returns reveal about cash flow?
  • How should businesses report Section 179 depreciation? How should financial institutions handle these deductions?
  • What strategies are used to report investments, their gains, and losses?
  • How should businesses handle real estate, including personal residences, rentals, home offices, and 1031 tax-free exchanges?
  • How are employer-provided benefits, such as qualified retirement plans and health savings accounts (HSAs), reported, and taxed?
  • What are the most effective retirement planning strategies?
  • How do businesses handle estate planning?
  • What year-end tax strategies do companies frequently employ?
  • How are changes to the tax code, including the Tax Cuts and Jobs Act (TCJA), affecting business owners?

Training Overview

Tax returns can offer excellent insight into the challenges, strengths, and viability of your business clients. By applying advanced analysis techniques, you can unlock the secrets hidden within the numbers.

You will likely need to delve into business owners’ personal 1040 tax returns, as well as the company returns of LLCs, S corporations, and C corporations. To discover the interconnections and their impact, you must comprehend Schedules M-1, M-2, and K-1; pass-through transactions; and other deductions.

  • How does business structure affect corporate tax returns?\
  • What do tax returns reveal about cash flow?
  • How should businesses report Section 179 depreciation? How should financial institutions handle these deductions?
  • What strategies are used to report investments, their gains, and losses?
  • How should businesses handle real estate, including personal residences, rentals, home offices, and 1031 tax-free exchanges?
  • How are employer-provided benefits, such as qualified retirement plans and health savings accounts (HSAs), reported, and taxed?
  • What are the most effective retirement planning strategies?
  • How do businesses handle estate planning?
  • What year-end tax strategies do companies frequently employ?
  • How are changes to the tax code, including the Tax Cuts and Jobs Act (TCJA), affecting business owners?

Who Should Attend?

  • Commercial lenders
  • Managers
  • Credit analysts
  • Branch managers
  • Private bankers
  • Business development officers
  • Assistant branch managers
  • Senior bank management
     

Expert Presenter

David Osburn

David Osburn, founder and managing member of Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminars, webinars, keynote speeches, and webinars for various trade groups including CPAs, bankers, attorneys, credit union employees, credit managers, contractors, and business owners. He also provides contract CFO services for financial institutions, medical practitioners, contractors, and real estate developers.

His extensive professional background encompasses over 27 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan workout experience.

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.