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Course Details

Advanced Tax Return Analysis

Webinar: ID# 1002989
Date: Recorded
About This Course:
Learn about several advanced tax return concepts and related analyses to help you work more effectively with your bank's business customers.

We will begin with a brief review of analyzing a business owner's personal 1040 tax return, as well as 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.

Then we will cover more advanced tax topics - listed below - related to business clients. Each topic will be presented from the perspective of more effectively working with your bank's business customers.What You'll Learn:
  • 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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Advanced Tax Return Analysis
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