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    Commercial Lending Skills: Business Tax Returns Analysis

    Monday, March 26, 2018 - 2:00 PM - 3:30 PM ET
    $199.00
    *
    When you register for this webinar, you will receive a complimentary 5-part Toolkit. This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

    This is a rebroadcast from a webinar that was recorded in March 2017. 

    Overview

    This program will provide bankers with several advanced tax return concepts and related analyses to help you more effectively work with your business customers.

    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.

    Covered Topics

    Each of the following topics will be presented from the perspective of more effectively working with your Institution's business customers: 

    • 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 

    Who Should Attend?

    This informative program is designed for:

    • Commercial Lenders
    • Loan Officers
    • Credit Analysts
    • Credit Administrators
    • Relationship Managers
    • Brand Managers
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    This is a rebroadcast from a webinar that was recorded in March 2017. 

    Overview

    This program will provide bankers with several advanced tax return concepts and related analyses to help you more effectively work with your business customers.

    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.

    Covered Topics

    Each of the following topics will be presented from the perspective of more effectively working with your Institution's business customers: 

    • 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 

    Who Should Attend?

    This informative program is designed for:

    • Commercial Lenders
    • Loan Officers
    • Credit Analysts
    • Credit Administrators
    • Relationship Managers
    • Brand Managers
    Presenter:

    David L. Osburn, M.B.A.

    • Founder of Osburn & Associates, LLC, a business training and contract CFO firm, 15 years; and former banker (commercial lending), 16 years, including the position of vice president/senior banking officer
    • Practice emphasizes all aspects of credit training including financial statement analysis, tax return analysis, and loan structure/documentation/compliance
    • Conducts regular seminars, webinars, and keynote speeches on commercial lending topics throughout the U.S. for bankers, CPAs, creditor managers and attorneys
    • College professor teaching both graduate (MBA) and undergraduate classes for 29 years
    • Holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM)
    • M.B.A. degree and graduate, ABA National Commercial Lending School