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.