Basic Personal & Business Tax Return Analysis

Post

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. Attend this proactive webinar to gain an understanding of the often complex and confusing topic of personal and business tax forms. 

Who Should Attend: Commercial Loan Officer, Credit Officer, Universal Banker, Lending Officer

Learning Objectives

  • Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms)
  • Discuss recent changes in the tax code including the “Tax Cuts and Jobs Act” (TCJA) and how they affect the bank’s clients
  • Analyze business tax returns and prepare cash flows
  • Draw additional information from the business returns including identifying fraudulent tax returns

Speaker

David Osburn
Founder & Managing Member
Osburn & Associates, LLC
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. His banking credentials include loan underwriting, loan “work-out”, management, and business development. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst as granted by the National Association of Credit Management.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

Register

Click here to register online