Attend this proactive webinar 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, and
- Discuss recent changes in the tax code, including the OBBB (One Big Beautiful Bill), and how they affect the bank’s “individual” borrowers/guarantors.
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,
- Review tax returns and technology issues, identify fraudulent returns, and describe how tax returns can be used to better market the bank’s products and services, and
- Discuss updates in the tax code and how they apply to businesses.
Audience
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 and webinar materials prior to the program.
Presenter
David L. Osburn, Osburn & Associates, LLC
David Osburn is the founder of Osburn & Associates, LLC, a Business Training & Contract CFO firm that specializes in providing seminars, webinars, and keynote speeches to CPAs, bankers, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, Management Issues. David also functions as a Contract CFO and works with medical practitioners, CPA firms, construction companies, financial institutions, and real estate developers. He has been an adjunct college professor with over 30 years of teaching experience. David’s extensive professional background encompasses over 24 years as a Business Trainer/Contract CFO and 16 years in banking (commercial lending) including the position of Vice President/ Senior Banking Officer. His banking credentials include loan underwriting, customer development, management, and loan “workout.”
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. Additionally, he holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
Registration Details
Registration fee is per person. The webinar will be conducted
via Zoom. You will receive connection information prior to the program. The registration deadline is one week prior to the offering.
Cancellation Policy: Written cancellation, email accepted, must be received on or before Friday, February 27, 2026, and will be subject to a $75 cancellation fee. NO refunds will be granted after Friday, Feruary 27, 2026; however, a substitute may attend. ICBC reserves the right to cancel any program for which there are insufficient funds to cover the expense of the program. In the event of cancellation by ICBC registration fees will be refunded.
| |
Per Session(s) |
| ICBC Ed Program Member Per Person |
$300 |
| ICBC Member Per Person |
$325 |
| ICBC Non Member Per Person |
$425 |
