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Who should attend Commercial Lending: How to Analyze Business Tax Returns to Enhance Customer Experience Webinar
Commercial Lenders, Loan Officers, Credit Analysts, Credit Administrators, Relationship Managers, Brand Managers
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Commercial Lending: How to Analyze Business Tax Returns to Enhance Customer Experience Webinar  

 Email information about this seminar Commercial Lending: How to Analyze Business Tax Returns to Enhance Customer Experience Webinar by Online Compliance Panel to yourself your manager or associates Email this event... View and register for other training seminars like Commercial Lending: How to Analyze Business Tax Returns to Enhance Customer Experience Webinar by Online Compliance Panel on FindaSeminar.com Find similar training.. Find and register for other training seminars by Online Compliance Panel on FindaSeminar.com Other seminars from Online Compliance Panel

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Online Compliance Panel   

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Commercial Lenders, Loan Officers, Credit Analysts, Credit Administrators, Relationship Managers, Brand Managers

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Seminar Summary:

This program will provide bankers with several advanced tax return concepts and related analyses to help you more effectively work with your business customers. (see full course description)

 
 

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Training Course Syllabus:


The session will begin with a brief review of analyzing a business owner´s personal "1040" tax return and 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.

Objectives of the Presentation

Each of the following topics will be presented from the perspective of more effectively working with your Institution´s business customers:
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 & Captive Insurance
Estate Planning Issues including Gift Taxes
Year-End Tax Strategies
Recent Changes to the Tax Code that impact Business Owners

Why Should you Attend

This webinar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

Seminar Summary:

This program will provide bankers with several advanced tax return concepts and related analyses to help you more effectively work with your business customers. (see full course description)

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