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Event Profile

Webinar: 2019 Basic Personal & Business Tax Return Analysis

February 12, 2019

Time: 11:00 am Eastern | 10:00 am Central | 9:00 am Mountain | 8:00 am Pacific

Length: 90 Minutes

Attend this webinar to 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. This webinar will concentrate on personal tax return analysis and focus on the analysis of various business tax returns. 
The learning objectives consist of the following:
  1. Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms)
  2. Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules
  3. Discuss recent changes in the tax code including the “Tax Cuts and Jobs Act” (TCJA) and how they affect the bank’s clients
  4. Describe how the 1040 tax return can be used to market the bank’s products and services
  5. Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return
  6. Analyze business tax returns and prepare cash flows for these entities
  7. Draw additional information from the business returns including identifying fraudulent tax returns
  8. Discuss updates in the tax code including the TCJA as they apply to businesses

Presenter: David Osburn, Osburn and Associates

1.5 CPE Credits

Program Level: Basic
Prerequisites: No previous experience and training necessary.
Delivery Method: Group-Live
Field of Study: Specialized Knowledge & Applications

ICBA Members: $199
Nonmembers: $299

Related Products:
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For more information, call 800-422-7285.

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Mr. David L. Osburn
Organization: Osburn & Associates LLC

David Osburn is the founder of Osburn and Associates, LLC. The firm specializes in providing seminars, webinars and keynote speeches to CPA’s, bankers, attorneys, credit managers and business owners on topics such as banking, finance and credit, negotiation skills, marketing, and management. His extensive professional background includes 15 years as both a business trainer and contract CFO, 16 years in banking including the position of vice president and senior banking officer, and he is also a college professor.

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