Effective Tax Return and Cash Flow Analysis | | | | | | | July | | 18 | 1 pm - 2:40 pm ET | | Presenter: David Osburn, Founder and Managing Member of David L. Osburn & Associates LLC | | Credits: CPE, IRS EA (Credit Details) | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | In this webinar, you will learn how tax return analysis can be used to determine an individual and company's cash flow position. With this knowledge, you will be able to help their clients improve their cash flow position, obtain financing, and/or better manage their on-going business operation.
The first part of the webinar will concentrate on "personal tax return" analysis including reviewing the "true" cash flow derived from the 1040 federal tax return (based on the various schedules and K-1 forms), and preparing a "personal cash flow" from information gleaned from the 1040.
The second part will focus on the analysis of various "business tax returns" including the partnership (LLC), S corporation, and C corporation structure, analyzing business federal tax returns and prepare "cash flows" for these entities, and also creating a "global" or combined cash flow analysis (personal & business).
We will also discuss updates to the current tax code and how they impact personal and business cash flow and how we can use the tax returns to market/ improve the cash flow of the CPA practice. Upon completing the course, you will be able to: - Determine an individual and company's cash flow position using tax return analysis to improve cash flow, obtain financing, and/or improve business operation
- Calculate personal cash flow using 1040 tax return (including schedules and K-1s)
- Explore business tax returns including partnership (LLC), S corporations, C corporations and prepare cash flows from these entities; calculate global or combined "personal" and "business" cash flow analysis
- Discuss tax code updates and their impact on cash flow
- Review ways to use the tax returns to market/ improve the cash flow of the CPA practice
| | | | | | | David Osburn is the founder and managing member of David L. Osburn & Associates LLC. David has extensive professional experience encompassing over 24 years in banking, finance, and marketing. David earned an MBA in Finance/Marketing from Utah State University and a BS in Finance from Brigham Young University. | | | | | | | | | ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses | | | | | | |
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