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


• 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

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