Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates (+)

  • Speaker:David L Osburn
  • Duration:90Min
  • Product Code:GRC-90602
  • NASBA CPE: 1.8
NASBA

NASBA CPE Credits: 1.8

GRCTS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.

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If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the Recording of the Training for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. 

This personal and business tax returns analysis training program will focus on key areas such as 1040 federal tax returns, K-1 forms, and tax code updates and how they affect bank’s clients. It will also discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return.

Why Should You Attend:

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. This webinar will focus on personal tax return analysis and on the analysis of various business tax returns.

Areas Covered in the Webinar:

  • 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 a bank’s clients
  • 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 business returns including identifying fraudulent tax returns
  • Discuss updates in the current tax code as they apply to businesses

Who Will Benefit:

  • Commercial Lenders
  • Credit Analysts
  • Loan Documentation Specialists
  • Relationship Managers
  • Branch Managers
  • Private Bankers
  • Business Development Officers
  • Bank Directors
  • Compliance Managers and Officers
  • Risk Managers and Officers
  • Controllers
  • Presidents/Vice Presidents
  • Managers/Supervisors
  • Sales Representatives
  • Marketing Personnel
  • Retail Businesses Owners
  • Maintenance and Security Employees
  • Stock Room Personnel
  • Business Vendors

Instructor Profile:

David L Osburn
David L Osburn
Owner, Osburn and Associates, LLC

David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, seminars, 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. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.

He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

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Available Options

Live Meeting Access Single: Attend the Live Meeting Online from any location

$149

Recording: Unlimited Viewing Access for 6 Months

$189

CD-DVD: Shipped within 2 working days

$279

USB - Shipped within 2 working days

$289

5 Member Group: 5 people can Attend the Live Online Meeting from any location globally

$899

10 Member Group: 10 people can Attend the Live Online Meeting from any location globally

$1,659

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