Advanced Tax Return Analysis for the Banker

9 a.m. to 3 p.m. Thursday, Sept. 30

4 Ways to Register

Online Registration
Online 

  Phone
Phone 573-636-8151
  Fax Registration
Fax 573-634-2754
  Mail Registrations
Mail to:
MBA 
PO Box 57
Jefferson City, MO
65102
Print Program Details

Overview

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

Presenter

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.

Registration Fees

  • MBA Member - $325 per person
    • Fee includes presentation slides. Webinar recording not included.
  • Each Additional - $250 per person
    • Fee includes presentation slides. Webinar recording not included.
  • MBA Member All-Access Pass
    • Up to 5 registrations - $925
    • 6 or more registrations - $1,200
    • Fee includes webinar recording and presentation slides.
  • Nonmember Fee - $1,300

Schedule

8:45 a.m. Zoom Login
9 a.m.  Seminar Begins 
Noon Lunch 
12:30 p.m.  Seminar Resumes 
3 p.m.  Adjournment 

Cancellation/Refunds

Full refunds will be granted for cancellations received by MBA at least five days before the seminar date. After that date, an administrative fee of $10 per canceled registration will be retained. Cancellations will not be accepted two days before the seminar. Substitutions are always permitted.

CPE Continuing Education

CPE will be granted to registered attendees upon request.
Specialized Knowledge – 6 credits
Instructional Delivery Method: Group Live presented online due to COVID-19
Prerequisites: Advance knowledge of bank practices.
Program Level: Advanced
Advanced Preparation: None

Virtual Live Format

Attendees will need internet access and a standard web browser to join this video and web conferencing. Attendees will receive an email with a link to join the virtual seminar, handouts and any additional information a few days before the event.

A personal Zoom account is not necessary. You will use the link, meeting ID and password we provide.

  • You can log in on a desktop computer, laptop or download the Zoom app on a smart device.
  • Internet access is needed.
  • Audio on computer or a phone line is needed.