WEBINAR

Advanced Tax Return Analysis Webinar

CFT Credits: 0.25

The webinar 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.

Webinar Description and Audience

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 webinar 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.

Covered Topics

  • 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.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar Date Start Time End Date End Time Viewing Options - See Descriptions Above Price
AnyAny Six Month On-Demand Recording $295.00
AnyAny CD-Rom Video Recording $345.00
Register Now