Advanced Tax Return Analysis

Learn about several advanced tax return concepts and related analyses to help you work more effectively with your bank's business customers.

We will begin with a brief review of analyzing a business owner’s personal “1040” tax return, as well as 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.

Then we will cover more “advanced” tax topics - listed below - related to business clients. Each topic will be presented from the perspective of more effectively working with your bank’s business customers.

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 Rentals and Home Offices
  • Employer Provided Benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies including “Defined Benefit” Plans and Captive Insurance
  • Estate Planning Issues including Gift Taxes
  • Year-End Tax Strategies
  • Recent Changes to the Tax Code that impact Business Owners

Who Should Attend?

Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers