Thursday, December 1, 2022
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2022 Advanced Tax Returns, Seminar OKC

May 5 @ 8:30 am - 4:00 pm CDT

Click Here for Brochure

TOPICS – MAY 5 9:00 – 4:00

Advanced Tax Return Analysis For The Banker

Objectives:

• 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 Personal Residence, Rentals, Home Offices, and 1031 TaxFree Exchanges

• 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), CARES Act, ARP Act, Infrastructure Investment and Jobs Act, and
proposed tax legislation

Click Here to Register