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Product ID: 402920EAU
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Advanced Tax Return Analysis for Banking and Financial Professionals

OnDemand Webinar (92 minutes)

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.


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


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