Thursday, October 22, 2020
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Advanced Tax Return Analysis, Webinar

October 19 @ 1:30 pm - 3:30 pm CDT

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This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

The webinar will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.

Covered Topics

  • 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 Tax-Free 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)

Who Should Attend?

Commercial lenders, credit analysts, relationship managers, credit administrators.