Basic Personal & Business Tax Return Analysis

Attend this interactive seminar and gain an understanding of the often complex and confusing topic of taxes!

Wednesday, March 8, 2017
9:30 AM - 4:00 PM

Bank of American Fork Conference Room
33 East Main Street
American Fork, UT

Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this seminar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.

The objectives of the first part of the seminar consist of the following:

  • 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 updates in the current tax code and how they affect the bank’s clients, and
  • Describe how the 1040 tax return can be used to market the bank’s products and services.

The second part includes:

  • 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 current tax code as they apply to businesses. 

Instructor

David L. Osburn is the founder and managing member of David L. Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminar/keynote speeches for various groups including CPAs, bankers, attorneys, credit managers, trade groups, and business owners. He also serves as a contract CFO for a large multi-state construction company, co-manages a bank educational program with the University of Nevada Las Vegas, and is a board member of North Star Business Services, a commercial lending company (commercial real estate and equipment financing).

In addition, David is an Adjunct Professor for Regis University, an accredited MBA program and the College of Southern Nevada, a community college. He has taught college course for over 22 years, covering Finance, Accounting, Economics, Marketing, Banking, Business Law, and Management. He earned an MBA in Finance/Marketing from Utah State University and BS in Finance from Brigham Young University. He is also a graduate of the University of Oklahoma National Commercial Lending School.

Audience

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

Registration and Fees

The fee for the seminar is $325 for UBA Members and $490 for Non-Members. The fee includes all seminar materials and lunch. The deadline for registration is Wednesday, March 1, 2017. $25.00 late fee applies after that date.

Cancellation Policy

Cancellations received prior to March 1, 2017 will receive a full refund.  Cancellations received after March 1 will be charged a $50 processing fee. Substitutions are always welcome and encouraged. All cancellations and substitutions must be submitted in written format prior to the event.