This personal and business tax returns analysis training program will focus on key areas such as 1040 federal tax returns, K-1 forms, and tax code updates and how they affect the bank’s clients. It will also discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return.
The objectives of the first part of the webinar consist of the following:
The objective of the second part includes:
Attend this proactive webinar and gain an understanding of the often complex and confusing topic of taxes. Bank personnel is required to obtain and properly interpret tax returns for both commercial and consumer 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.
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as banking/finance/credit, negotiation skills, marketing, and management issues. David's contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors. His extensive professional background of over 30 years includes 16 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer. His banking credentials include loan underwriting, loan work-out, management, and business development.
He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at Regis University, and the College of Southern Nevada. He holds an M.B.A. from Utah State University, a B.S. in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School 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).