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Course Details

Basic Personal And Business Tax Return Analysis

Webinar: ID# 1007124
Date: Recorded
Basic Personal And Business Tax Return Analysis
About This Course:
Lending personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this seminar will concentrate on personal tax return analysis, and the second part will focus on analysis of various business tax returns.

Attend this proactive seminar to gain an understanding of the often complex and confusing topic of TAXES!

What You Will Learn:

In the FIRST part, we'll:
  • 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 updates in the current tax code and how they affect the bank's clients
  • Describe how the 1040 tax return can be used to market the bank's products and services
In the SECOND part, we'll:
  • 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 current tax code as they apply to businesses
Who Should Attend:

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

About Your Speaker:

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

Mr. Osburn’s Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.
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Basic Personal And Business Tax Return Analysis
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