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Basic Personal and Business Tax Return Analysis

Make sure you know the tax return basics for commercial and consumer lending.

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 topic will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.

Runtime: 92 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Part One

  • 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 Recent Changes in the Tax Code Including the "Tax Cuts and Jobs Act" (TCJA) and How They Affect the Bank's Clients
  • Describe How the 1040 Tax Return Can Be Used to Market the Bank's Products and Services

Part Two

  • 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 the Business Returns Including Identifying Fraudulent Tax Returns
  • Discuss Updates in the Tax Code Including the TCJA as They Apply to Businesses
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on October 16, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

David L. Osburn, M.B.A., CCRA

David L. Osburn, M.B.A., CCRA

Osburn & Associates, LLC

  • Founder and managing member of Osburn & Associates, LLC
  • Practice emphasizes business training and contract CFO work
  • Conducts regular seminars, webinars, and keynote speeches covering banking, financing, credit, negotiation skills, marketing, management, and customized topics
  • National Association of Credit Management (NACM) Credential-Certified Credit & Risk Analyst (CCRA)
  • M.B.A degree in finance and marketing; B.S. degree in finance; ABA National Commercial Lending School
  • Can be contacted at 702-655-1187, [email protected] or website dlosburn.com
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404309
Published 2018
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