2019 - Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates

Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms)
Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules
Discuss updates in the current tax code and how they affect a bank’s clients
Describe how the 1040 tax return can be used to market the bank’s products and services
Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return
Analyze business tax returns and prepare cash flows for these entities
Draw additional information from business returns including identifying fraudulent tax returns
Discuss updates in the current tax code as they apply to businesses