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2021 Advanced Tax Returns

May 6 @ 9:00 am - 5:00 pm CDT

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TOPICS – May 6 9:00 – 4:00

Advanced Tax Return Analysis For The Banker


• 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”(DB) Plans

• Estate Planning Issues including Gifting

• Year-End Tax Strategies

• Changes to the Tax Code that impact Business Owners including the “Tax Cuts and Jobs Act” (TCJA) and the CARES Act