Basic Personal and Business Tax Return Analysis

Basic Personal and Business Tax Return Analysis

Monday, May 10, 2021 
2:30 pm – 4:30 pm Eastern

Attend this proactive webinar and 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 webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns. that support personnel are the backbone of a good leading team. This program takes the perspective of a non-lender, and what goes on during the process of analyzing and approving a loan, focusing on commercial and business loans.

Topics Covered:

  • 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 the Coronavirus Aid, Relief, and Economic Security (CARES) Act and how they affect the bank’s clients, and
  • Describe how the 1040 tax return can be used to market the bank’s products and services.
  • 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 and CARES as they apply to businesses.

Who Should Attend? 

Commercial lenders, credit analysts, consumer lenders, mortgage lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers.

Instructor

David Osburn

David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners.

His extensive professional background of over 30 years includes 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. Mr. Osburn has also been an adjunct college professor for over 30 years including College of Southern Nevada.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Total Training Solutions

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Patti Webb, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)

Live Plus Five ($265/$400) – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Live Plus Five (Additional Hookup) ($175/$265) – Registering another banker from a different location for Live Plus Five.

OnDemand Recording ($295/$450) – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

CD-ROM ($345/$515) – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

Live Plus Six ($365/$545) – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Premier Package ($395/$600) – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.

When
5/10/2021

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