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
- NASBA
For Detailed Credit Information page
click here
Only registered attendee will receive continuing education credit.
Faculty
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, dlosburn@cox.net or website www.dlosburn.com
(Not available outside the US)