Recorded: December 1, 2017

Length: 90 Minutes

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.

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 remainder of 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

Each of the webinar topics will be presented from the perspective of more effectively working with the bank’s business customers.

Audience

Commercial lenders, credit analysts, relationship managers, credit administrators

Presenter: David Osburn, Osburn & Associates

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