Advanced Tax Return Analysis For The Banker

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
• Controllers
• 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.

Mr. Osburn’s contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 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.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).