Basic Personal and Business Tax Return Analysis

Basic Personal and Business Tax Return Analysis

Wednesday, February 14, 2024
2:00 – 3:00 pm (Eastern Time)

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!

Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns. 

The objectives of the first part of the webinar consist of the following:
 
  1. Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
  2. Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules, 
  3. Discuss recent changes in the tax code including the “Tax Cuts and Jobs Act” (TCJA), the CARES Act,  and proposed tax legislation and how they affect the bank’s individual borrowers/guarantors, and
  4. Describe how the 1040 tax return can be used to market the bank’s products and services. 

The second part includes:

  1. Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
  2. Analyze business tax returns and prepare cash flows for these entities,
  3. Draw additional information from the business returns including identifying fraudulent tax returns, 
  4. Discuss updates in the tax code including the TCJA, CARES, and proposed tax legislation as they apply to businesses. 

Who Should Attend:

  • Commercial lenders, credit analysts, consumer lenders, mortgage lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers

Instructor

David Osburn
Osburn & Associates LLC – Founder


David L. Osburn is the Founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. His extensive professional background of over 30 years encompasses 22 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. 

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.

 Registration (Member/Non-Member Pricing)

Webinar and Playback* ($295/$445)
*Playback has no expiration. 

Additional Hookup - Registering another banker from a different location ($185/$225)

 
When
2/14/2024
Sign in or create an account to register Last day to register is 8/14/2024