Advanced Personal & Business Tax Return Analysis


  
Tuesday, June 22, 2021 9:00 AM - 4:00 PM   iCalendar Central Standard Time

This seminar provides you with several advanced tax return concepts and related analyses to work more effectively with your business customers. The session begins with a brief review of analyzing a business owners personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, pass -through transations, and other deductions.

Topics
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 Personal Residence, Rentals, Home Offices, and 1031 Tax-Free Exchanges
Employer Provided Benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
Retirement Planning Strategies including “Defined Benefit” (DB) Plans
Estate Planning Issues including Gifting
Year-End Tax Strategies

Changes to the Tax Code that impact Business Owners including the “Tax Cuts and Jobs Act” (TCJA) and the CARES Act

Audience
Commercial lenders, credit analysts, relationship managers, credit administrators

Facilitator
David L. Osburn, Founder, Osburn & Associates, LLC

Per Person Fee
(Includes OnDemand Access through August 22, 2021) 
Member $249
Nonmember $419

Speakers