Attend this interactive and proactive seminar and gain an understanding of the often complex and confusing topic of
TAXES! You are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The
first part of this webinar will concentrate on personal tax return analysis while the
second part will focus on the analysis of various business tax returns.
The objectives of the
first part of the webinar consist of the following:
- 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 recent changes in the tax code including the “Tax Cuts and Jobs Act” (TCJA) and how they affect the bank’s clients, and
- Describe how the 1040 tax return can be used to market the bank’s products and services.
The
second part includes:
- 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 tax code including the TCJA as they apply to businesses.
Target Audience
Commercial lenders, credit analysts, consumer lenders, residential lenders, relationship managers, loan documentation specialists, branch managers, private bankers, business development officers, and anyone wanting to learn more about the lending process.
Speaker
David L. Osburn, Osburn & Associates, LLC
David L. Osburn, MBA, CCRA, is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, credit managers, attorneys, and business owners.
His extensive professional background of over 30 years includes 20 years as a Business Trainer/ Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. Mr. Osburn has also been an adjunct college professor for over 30 years including College of Southern Nevada.
Registration Pricing
| IBC Education Member |
|
|
First registrant
|
$250 |
|
Additional registrant(s)
|
$200 |
|
Live and Recorded
|
$350 |
| IBC Member |
|
|
First registrant
|
$300 |
|
Additional registrant(s)
|
$250 |
|
Live and Recorded
|
$400 |
| IBC Non-members |
|
|
First registrant
|
$450 |
|
Additional registrant(s)
|
$400 |
|
Live and Recorded
|
$550 |
Registration fee is per connection/person. The webinar will be conducted
via GoToWebinar. You will receive connection information prior to the program. Registration deadline is one week prior to the offering.
Cancellation Policy: Written cancellation (email acceptable) must be received on or before Friday, April 2, 2021, and will be subject to a $75 cancellation fee. NO refunds will be granted after Friday, April 2, 2021; however, a substitute may attend. IBC reserves the right to cancel any program for which there is insufficient funds to cover the expense of the program. In the event of cancellation by IBC registration fees will be refunded.
