Attend upcoming webinar and earn continuing education credits. Personal and Business Tax Returns Analysis - 1040 Federal Tax Returns, K-1 Forms and Tax Code Updates | | | | | | | March | | 18 | 1 pm - 2:40 pm ET | | Presenter: David Osburn, founder and managing member of David L. Osburn & Associates LLC | | Credits: CPE, IRS EA, CLE in all states (Credit Details) | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | In this practical webinar, you will gain an understanding of the often complex and confusing topic of taxes. You will concentrate on the analysis of both personal tax returns and various business tax returns. This webinar will be especially helpful for those who are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. Upon course completion, you will be able to: - Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms)
- Utilize analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules
- Identify recent changes in the tax code including the "Tax Cuts and Jobs Act" (TCJA) and how they affect clients and businesses
- Describe how the 1040 tax return can be used to market products and services
- Differentiate between the structures of C corporation, S corporation, and Partnership (including LLC) tax returns
- Analyze business tax returns and prepare cash flows for these entities
- Draw additional information from the business returns, including identifying fraudulent tax returns
| | | | | | | 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 1,500 on-demand courses | | | | | |
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