Presenter: David Osburn, Osburn & Associates, LLC
This 90-minute program will be presented live on: November 22 – 10:00-11:30 a.m. Central Time
Recording available through: February 22, 2023
This seminar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.
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:
Target Audience: Commercial lenders, credit analysts, relationship managers, credit administrators