Training Course Syllabus:

Effective Tax Return and Cash Flow Analysis

Objectives of the Presentation

• Determine an individual and company´s cash flow position using tax return analysis to improve cash flow, obtain financing and/or improve business operation


• Calculate personal cash flow using 1040 tax return (including schedules and K-1s)


• Explore business tax returns including partnership (LLC), S corporations, C corporations and prepare cash flows from these entities; calculate global or combined ´personal´ and ´business´ cash flow analysis


• Discuss tax code updates and their impact on cash flow


• Review ways to use the tax returns to market/ improve the cash flow of the CPA practice

Why should you Attend

The first part of the webinar will concentrate on ´personal tax return´ analysis including reviewing the ´true´ cash flow derived from the 1040 federal tax return (based on the various schedules and K-1 forms), and preparing a ´personal cash flow´ from information gleaned from the 1040.

The second part will focus on the analysis of various ´business tax returns´ including the partnership (LLC), S corporation, and C corporation structure, analyzing business federal tax returns and prepare ´cash flows´ for these entities, and also creating a ´global´ or combined cash flow analysis (personal & business).

We will also discuss updates to the current tax code and how they impact personal and business cash flow and how we can use the tax returns to market/ improve the cash flow of the CPA practice.

Who will Benefit

• CPAs
• CFO/Controllers
• Financial Managers
• Auditors
• Financial Analysts
• Practitioners who provide accounting, tax or consulting services to businesses.

Seminar Summary:

In this webinar, you will learn how tax return analysis can be used to determine an individual and company's cash flow position. With this knowledge, you will be able to help their clients improve their cash flow position, obtain financing and/or better manage their on-going business operation. (see full course description)

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