Advanced Tax Return Analysis for the Banker

Learn about several advanced tax return concepts and related analyses to help you work more effectively with your bank's business customers.

We will begin with a brief review of analyzing a business owner’s personal “1040” tax return, as well as the return of an LLC, S corporation, and C corporation - including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.

Then we will cover more “advanced” tax topics - listed below - related to business clients. Each topic will be presented from the perspective of more effectively working with your bank’s business customers.

Covered Topics:

  • Corporate Tax Issues including Business Structure, Section 179 Depreciation, and Bonus Depreciation
  • Investments including Capital Gain/Loss Issues and Passive Activities
  • Real Estate Issues including Rentals and Home Offices
  • Employer Provided Benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies including “Defined Benefit” Plans and Captive Insurance
  • Estate Planning Issues including Gift Taxes
  • Year-End Tax Strategies
  • Recent Changes to the Tax Code that impact Business Owners

Who Should Attend?

Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers