This seminar 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 seminar 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 personal residence, rentals, home offices, and 1031 tax-free exchanges
- employer provided benefits including qualified retirement plans and Health Savings Accounts (HSAs)
- retirement planning strategies including “defined benefit” (DB) plans
- estate planning issues including gifting
- year-end tax strategies
- changes to the tax code that impact business owners including the Tax Cuts and Jobs Act (TCJA), the CARES Act and proposed tax legislation
Who Should Attend
commercial lenders, credit analysts, relationship managers, credit administrators
David L. Osburn
Osburn & Associates, LLC
David Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm. His extensive professional background of more than 30 years includes work as a business
trainer/contract CFO and work as a bank commercial lender, including the position of vice president/senior banking officer. His banking credentials includes loan underwriting, loan work-out,
management and business development.
Osburn holds the professional designation of Certified Credit & Risk Analyst as granted by the National Association of Credit Management.
For More Information
Contact the MBA Education Department at 573-636-8151 or email.