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2020 - Advanced Tax Return Analysis For The Banker



Venue2035 Sunset Lake, RoadSuite B-2, Newark, Delaware - 19702, USA - United States USA - United States

KeywordsTaxreturns; Businesscustomers; Corporatetaxissues


Topics/Call fo Papers

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).
The webinar will cover the following 'advanced' tax topics related to business clients:
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 & Captive Insurance
Estate Planning Issues including Gift Taxes
Year-End Tax Strategies
Recent Changes to the Tax Code that impact Business Owners
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.
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
Presidents / Vice Presidents
Managers / Supervisors
Sales Representatives
Marketing Personnel
Retail Businesses Owners
Maintenance and Security Employees
Stock Room Personnel
Business Vendors
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, webinars, 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.
For more detail please click on this below link:
Tel: +1-(707)-743-8122

Last modified: 2020-06-10 20:17:40