Become familiar with the tax return basics for commercial and consumer lending.
For this topic, you will gain an understanding of the often complex and confusing information of taxes. Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this material will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Review the Basic Structure of the Personal 1040 Federal Tax Return (Including the Various Schedules and K-1 Forms)
Use Analysis Techniques to Prepare a Personal Cash Flow From Information Gleaned From the 1040 and the Related Schedules
Discuss Recent Changes in the Tax Code Including the Tax Cuts and Jobs Act (TCJA) and How They Affect the Bank's Clients
Describe How the 1040 Tax Return Can Be Used to Market the Bank's Products and Services
Discuss the Structure of a C Corporation, S Corporation, and Partnership (Including LLC) Tax Return
Analyze Business Tax Returns and Prepare Cash Flows for These Entities
Draw Additional Information From the Business Returns Including Identifying Fraudulent Tax Returns
Discuss Updates in the Tax Code Including the TCJA as They Apply to Businesses
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on June 18, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
David L. Osburn, M.B.A., CCRA
Osburn & Associates, LLC
- Founder of Osburn & Associates, LLC
- Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors
- Extensive professional background of over 30 years encompasses 21 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
- Banking credentials include loan underwriting, loan work-out, management, and business development
- Has been an adjunct college professor for over 30 years including the College of Southern Nevada
- Holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM)
- M.B.A. degree, Utah State University; B.S. degree in finance, Brigham Young University; graduate of the ABA National Commercial Lending School, University of Oklahoma
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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