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Event Date Tue Dec 13 EST (in 11 months)
Location Webinar
Region All

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 remainder of the seminar will cover the following “advanced” tax topics related to business clients:

• 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


2022 Speakers


David Osburn
Owner, David L. Osburn & Associates, LLC