Book Online Tickets for Advanced Tax Return Analysis for the Ban, Palo Alto.  This webinar will provide bankers with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. It will discuss corporate tax issues including business structure, Section 179 de

Advanced Tax Return Analysis for the Banker

 

  • One Dial-in One Attendee

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    USD 199
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  • Group-Max 10 Attendees-Location

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    USD 499
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  • 1x Person - Unlimited viewing for 6 Months

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    USD 249
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  • One CD-USB is for usage in one location only

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    USD 399
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  • Live + Recorded Version

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    USD 349
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  • Live + Training CD-USB

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    USD 449
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About The Event

 This webinar will provide bankers with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. It will discuss corporate tax issues including business structure, Section 179 depreciation, and bonus depreciation as well as employer provided benefits including “qualified retirement plans” and health savings accounts (HSAs).

Why Should You Attend:

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. The webinar will be presented from the perspective of more effectively working with the bank’s business customers.

Areas Covered in the Webinar:

  • 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

Who Will Benefit:

  • Commercial Lenders
  • Credit Analysts
  • Loan Documentation Specialists
  • Relationship Managers
  • Branch Managers
  • Private Bankers
  • Business Development Officers
  • Bank Directors
  • Compliance Managers and Officers
  • Risk Managers and Officers
  • Controllers
  • Presidents / Vice Presidents
  • Managers / Supervisors
  • Sales Representatives
  • Marketing Personnel
  • Retail Businesses Owners
  • Maintenance and Security Employees
  • Stock Room Personnel
  • Business Vendors

Instructor Profile:

David L Osburn

David L Osburn
Owner, Osburn and Associates, LLC

David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, seminars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues.

Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

 

 

Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

 

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