Basic Personal & Business Tax Return Analysis 2022 | WVBankers | 22 April 2022 | Four Points by Sheraton Charleston, 600 Kanawha Blvd E, Charleston, WV 25301, USA
Venue
Four Points by Sheraton Charleston
Four Points by Sheraton Charleston, 600 Kanawha Blvd E, Charleston, WV 25301, USA
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| Event Date | Fri Apr 22 EDT (over 2 years ago) |
| Location |
Four Points by Sheraton Charleston
600 Kanawha Blvd E, Charleston, WV 25301, USA |
| Region | Americas |
Details
During the first part of the seminar, the following items will be covered:
• Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
• Prepare a personal cash flow from information gleaned from the 1040,
• Discuss updates in the current tax code and how they affect the bank’s clients, and
• Describe a fraudulent return.
The second part will consist of the following:
• Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
• Analyze business tax returns and prepare cash flows for these entities,
• Draw additional information from the business returns including assessment of the company’s risk factors,
• Discuss updates in the current tax code as they apply to businesses, and
• Use information from the tax returns to market the services of the bank.
Speakers
2022 Speaker
David Osburn
Founder and Managing Member of David L. Osburn & Associates LLC