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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
Learn
about several advanced tax return concepts and related analyses to help you
work more effectively with your bank’s business customers.
We will
begin with a brief review of analyzing a business owner’s personal “1040”
tax return, as well as 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.
Then we
will cover more “advanced” tax topics – listed below – related to business
clients. Each topic will be presented from the perspective of more effectively
working with your bank’s business customers.
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 Rentals and Home
Offices
- Employer Provided Benefits including “Qualified
Retirement Plans” and Health Savings Accounts (HSAs)
- Retirement Planning Strategies including “Defined
Benefit” Plans and Captive Insurance
- Estate Planning Issues including Gift Taxes
- Year-End Tax Strategies
- Recent Changes to the Tax Code that impact Business
Owners
Who
Should Attend?:
Commercial
lenders, credit analysts, loan documentation specialists, branch managers,
private bankers, and business development officers. Please forward email to appropriate
person(s).
Instructor:
David
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. Mr. Osburn’s Contract CFO clients include medical practitioners,
financial institutions, law firms, CPA firms, architects, real estate
developers, and contractors. His extensive professional background of over
30 years includes 19 years as a Business Trainer/Contract CFO and 16 years
as a bank commercial lender including the position of Vice President/Senior
Banking Officer. His banking credentials include loan underwriting, loan
“work-out”, management, and business development. Mr. Osburn has been an
adjunct college professor (MBA and undergraduate courses) for over 30 years
including the College of Southern Nevada. He holds an MBA from Utah State
University, a BS in Finance from Brigham Young University, and is a
graduate of the ABA National Commercial Lending School held at the
University of Oklahoma. Additionally, Mr. Osburn holds the professional designation
of Certified Credit & Risk Analyst (CCRA) as granted by the National
Association of Credit Management (NACM).
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2: OnDemand
Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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