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Course/Product Description
Title:

Basic Personal And Business Tax Return Analysis

SKU:WC-1028827
Date / Time: Recorded
Format: Webcast
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Description:

Basic Personal And Business Tax Return Analysis
Lending personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this seminar will concentrate on personal tax return analysis, and the second part will focus on analysis of various business tax returns.

Attend this proactive seminar to gain an understanding of the often complex and confusing topic of TAXES!

What You Will Learn:

In the FIRST part, we'll:
  • 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 updates in the current tax code and how they affect the bank's clients
  • Describe how the 1040 tax return can be used to market the bank's products and services
In the SECOND part, we'll:
  • 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 current tax code as they apply to businesses
Who Should Attend:

Commercial lenders, credit analysts, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers

About Your Speaker:

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

Mr. Osburn’s Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
About Webcasts / Audio Conferences / Podcasts:Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Your Partner for Ensuring an Engaged, Compliant Workforce Financial institution regulations are constantly changing. That means preparing your team needs continual attention, including the frontlines, compliance team, executive leadership and board of directors. Wouldn’t life be easier if you had one place to go for all your compliance and professional education needs? You’ll find what you need from OnCourse Learning.

We bring you:
  • 40+ Years of Experience
  • 600+ Engaging Online Courses
  • 450+ Live & OnDemand Webinars
Webinar Descriptions, BankWebinars.com:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for 30 days following the event. This will allow a flexible alternative when last-minute conflicts intrude on scheduled events.

Live + OnDemand:
Includes two of the options above. Live session and 365 days access to On-Demand weblink plus a link to handouts.

Live + OnDemand & CD:
Includes all three options above. Live Session, 365 days of OnDemand, and CD-ROM plus handout links.
More Info: Contact Us For More Information
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