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Basic Personal & Business Tax Return Analysis

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

OnDemand
Recorded Monday,
August 9th, 2021
Presented by David Osburn
1h 30m total length
2 CEU Credits
$195.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Lending
  • Commercial Lender
  • Credit Analyst
  • Loan Closer
  • Marketing Officer/Business Development
  • Mortgage Lender
  • Small Business Lender
  • Trainer

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

Credit union lending personnel are required to obtain and properly interpret tax returns for consumer, mortgage, and commercial (member business loan) 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.

Covered Topics

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) and the Coronavirus Aid, Relief, and Economic Security (CARES) Act and how they affect the bank’s clients, 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 and CARES as they apply to businesses.

Learn caption

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


David Osburn

Instructor Bio

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.


Credit Information

Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.