This message is sent to you by Bank Newswatch

Advanced Tax Return Analysis for Banking and Financial Professionals

Date: Friday, March 8, 2019
Time: 1:00-2:30 pm ET

Sponsored by Lorman Education Services

Registration - Live Webinar Only: $219.00

Registration - Live Webinar Plus CD Recording: $288.00


Learn several advanced tax return concepts and related analyses.

This topic will provide the banker/financial professional with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

We will begin with a brief review of analyzing a business owner’s personal 1040 tax return and the return of both an LLC and an S corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. Each of the topics will be presented from the perspective of more effectively working with business customers.

Learning Objectives:

  • You will be able to define the true cash flow of the business owner, LLC, S corporation, and/or C corporation.
  • You will be able to discuss various corporate tax issues including Section 179 depreciation.
  • You will be able to explain capital gains/losses.
  • You will be able to review year-end tax strategies.

This Live Webinar Covers These Hot Issues:

  • 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 Rentals and Home Offices
  • Employer Provided Benefits Including Qualified Retirement Plans and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies Including Defined Benefit Plans and Captive Insurance
  • Estate Planning Issues Including Gift Taxes
  • Year-End Tax Strategies
  • Recent Changes to the Tax Code That Impact Business Owners

Credit Information (Sponsored by Lorman Education Services)

  • CLE
  • CPE
  • AIPB

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.


David L. Osburn, M.B.A., CCRA, Osburn & Associates, LLC

  • Founder and managing member of Osburn & Associates, LLC
  • Practice emphasizes business training and contract CFO work
  • Conducts regular seminars, webinars, and keynote speeches covering banking, financing, credit, negotiation skills, marketing, management, and customized topics
  • Extensive professional background of over 30 years includes 19 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
  • Adjunct college professor for over 30 years including Nevada State College and College of Southern Nevada
  • National Association of Credit Management (NACM) Credential - Certified Credit and Risk Analyst (CCRA)
  • M.B.A degree in finance and marketing; B.S. degree in finance; ABA National Commercial Lending School
  • Can be contacted at 702-655-1187, or website

(Not available outside the US)