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OnDemand Course

Advanced Tax Return Analysis for Banking and Financial Professionals

Learn several advanced tax return concepts and related analyses.

This topic will provide the banker/financial professional with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. We will begin with a brief review of analyzing a business owner's personal 1040 tax return and the return of both an LLC and an S corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. Each of the topics will be presented from the perspective of more effectively working with business customers.

Runtime: 93 minutes
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Why Lorman?

Over 33 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

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 and Captive Insurance

Estate Planning Issues Including Gift Taxes

Year-End Tax Strategies

Recent Changes to the Tax Code That Impact Business Owners

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More Program Information

Why Lorman?

Over 33 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 Course

This course was last revised on March 8, 2019.

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

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

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Why Lorman?

Over 33 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 of Osburn & Associates, LLC
  • Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors
  • Extensive professional background of over 30 years encompasses 21 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
  • Banking credentials include loan underwriting, loan work-out, management, and business development
  • Has been an adjunct college professor for over 30 years including the College of Southern Nevada
  • Holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM)
  • M.B.A. degree, Utah State University; B.S. degree in finance, Brigham Young University; graduate of the ABA National Commercial Lending School, University of Oklahoma
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More Program Information

Why Lorman?

Over 33 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!

  • Live Webinars
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  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

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

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Product ID: 402920
Published 2019
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