Event Calendar

Wednesday, December 15, 2021

Advanced Tax Return Analysis Seminar

Start Date: 12/15/2021 9:00 AM MST
End Date: 12/15/2021 3:30 PM MST


Organization Name: Independent Bankers of Colorado

Contact:
Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (303) 832-2000

This seminar will provide you with several advanced tax return concepts and related analyses to help you more effectively work with your 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)
 
Audience:
Commercial lenders, credit analysts, relationship managers, credit administrators, and anyone wanting to learn more about advanced tax return analysis.
 
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 registrants $200
Live and Recording $350
IBC Member  
First registrant $300
Additional registrants $250
Live and Recording $400
IBC Non-members  
First registrant $450
Additional registrants $400
Live and Recording $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, December 3, 2021, and will be subject to a $75 cancellation fee.  NO refunds will be granted after Friday, December 3, 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.