Event Calendar

Tuesday, April 26, 2022

Basic Personal & Business Tax Return Analysis Seminar

Start Date: 4/26/2022 9:00 AM MDT
End Date: 4/26/2022 3:00 PM MDT


Organization Name: Independent Bankers of Colorado

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

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. 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:
  1. Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
  2. Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules,
  3. Discuss recent changes in the tax code including the “Tax Cuts and Jobs Act” (TCJA), the CARES Act, and proposed tax legislation and how they affect the bank’s individual borrowers/guarantors, and
  4. Describe how the 1040 tax return can be used to market the bank’s products and services.
The second part includes:
  1. Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
  2. Analyze business tax returns and prepare cash flows for these entities,
  3. Draw additional information from the business returns including identifying fraudulent tax returns,
  4. Discuss updates in the tax code including the TCJA, CARES, and proposed tax legislation as they apply to businesses.
Target Audience
Commercial lenders, credit analysts, consumer lenders, mortgage lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers.
 
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 $275
   Additional registrants $225
   Live and/or Recorded $450
IBC Member  
   First registrant $325
   Additional registrants $275
   Live and/or Recorded $500
IBC Non-members  
   First registrant $450
   Additional registrants $400
   Live and/or Recorded $625
 
Registration deadline is one week prior to the offering. Cancellation Policy: Written cancellation (email acceptable) must be received on or before Friday, April 15, 2022, and will be subject to a $75 cancellation fee. NO refunds will be granted after Friday, April 15, 2022; 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.