Advanced Tax Return Analysis
Course Number: Webinar
Course Code: n/a
Learn about several advanced tax return concepts and related analyses to help you work more effectively with your bank’s business customers.
We will begin with a brief review of analyzing a business owner?s personal ?1040? tax return, as well as 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.
Then we will cover more ?advanced? tax topics – listed below – related to business clients. Each topic will be presented from the perspective of more effectively working with your bank?s business customers.
-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 Rentals and Home Offices
-Employer Provided Benefits including ?Qualified Retirement Plans? and Health Savings Accounts (HSAs)
-Retirement Planning Strategies including ?Defined Benefit? Plans and Captive Insurance
-Estate Planning Issues including Gift Taxes
-Year-End Tax Strategies
-Recent Changes to the Tax Code that impact Business Owners
Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers