Attend this proactive seminar and gain an understanding of the often complex and confusing topic of
TAXES! Bank personnel are required to obtain and properly interpret tax returns for consumer, mortgage, and commercial lending purposes. The
first part of this webinar will concentrate on personal tax return analysis while the
second part will focus on the analysis of various business tax returns. The objectives of the
first part of the webinar consist of the following:
- Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
- Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules,
- Discuss recent changes in the tax code including how they affect the bank’s “individual” borrowers/guarantors, and
- Describe how the 1040 tax return can be used to market the bank’s products and services.
The
second part includes:
- Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
- Analyze business tax returns and prepare cash flows for these entities,
- Draw additional information from the business returns including identifying fraudulent tax returns, and
- Discuss updates in the tax code and proposed legislation and how they apply to businesses.
Created for:
Commercial lenders, credit analysts, mortgage lenders, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers
Webinar Details
The webinar will be conducted
via Zoom. You will receive connection information prior to the program.
David L. Osburn, Osburn & Associates, LLC
David Osburn is the founder of Osburn & Associates, LLC that specializes in providing seminars, webinars, and keynote speeches to bankers, CPAs, attorneys, and credit managers on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management. David also functions as a Contract CFO and works with financial institutions, CPA firms, construction companies, and real estate developers. He has also been an adjunct college professor for over 30 years. David’s extensive professional background encompasses over 24 years as both a Business Trainer and Contract CFO and 16 years in banking (commercial lending) including the position of Vice President & Senior Banking Officer. David has an MBA in Finance/Marketing from Utah State University and a BS degree in Finance from Brigham Young University. He is also a graduate of the ABA National Commercial Lending School held at the University of Oklahoma. David also holds the professional designation of Certified Credit and Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
Registration Information
Registration fee is per person. Registration deadline is one week prior to the offering. Cancellation Policy: Written cancellation, email accepted, must be received on or before Friday, February 28, 2025, and will be subject to a $75 cancellation fee. NO refunds will be granted after Friday, February 28, 2025; however, a substitute may attend. ICBC reserves the right to cancel any program for which there is insufficient funds to cover the expense of the program. In the event of cancellation by ICBC registration fees will be refunded.
| |
Per registrant |
| ICBC Education Program Member |
$300 |
| ICBC Member |
$325 |
| Non-member |
$425 |
