Basic Personal And Business Tax Return Analysis

Webinar: ID# 1023875
Recorded CD
About This Course:
Gain an understanding of the often complex and confusing topic of taxes. Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes.

The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.


Part One
  • Review the Basic Structure of the Personal 1040 Federal Tax Return (Including the Various Schedules and K-1 Forms)
  • Use Analysis Techniques to Prepare a Personal Cash Flow From Information Gleaned From the 1040 and the Related Schedules
  • Updates in the Current Tax Code and How They Affect the Bank's Clients
  • Describe How the 1040 Tax Return Can Be Used to Market the Bank's Products and Services
Part Two
  • 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 Identifying Fraudulent Tax Returns
  • Updates in the Current Tax Code as They Apply to Businesses
About The Presenter

David L. Osburn, M.B.A., CCRA
  • Founder and managing member of Osburn & Associates, LLC
  • Practice emphasizes business training and contract CFO work
  • Conducts regular seminars, webinars, and keynote speeches covering banking, financing, credit, negotiation skills, marketing, management, and customized topics
  • National Association of Credit Management (NACM) Credential-Certified Credit & Risk Analyst (CCRA)
  • M.B.A degree in finance and marketing; B.S. degree in finance; ABA National Commercial Lending School
Basic Personal And Business Tax Return Analysis
Available on CD format
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