Advanced Tax Return Analysis (Personal & Business) 2018 | Ohio Bankers League (OBL) | 2 May 2018 | OBL Education Center, 4215 Worth Avenue, Columbus, OH 43219, USA

This seminar will provide attendees with several advanced tax return concepts and related analyses to help bankers word more effectively with their business customers. It is designed for commercial lenders, credit analysts, relationship managers and credit administrators.

The session 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.
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 Rentals and Home Offices
• Employer Provided Benefits including Qualified Retirement Plans and Health Savings Accounts
• Retirement Planning Strategies including Defined Benefit Plans & Captive Insurance
• Estate Planning Issues including Gift Taxes
• Year-End Tax Strategies
• Recent Changes to the Tax Code that impact Business Owners including the Tax Cuts and Jobs Act

Who should attend?
This course is designed for commercial lenders, credit analysts, relationship managers and credit administrators.

2018 Speakers

David Osburn
MBA, CCRA

2018 Sponsors

• CPE