Calendar of Events

Basic Personal and Business Tax Return Analysis

02/26/2018, 1:30 PM to 3:30 PM

No location provided

Amy Davis adavis@msbankers.com 601-948-6366

Description:

Basic Personal and Business Tax Return Analysis


Presented by David L. Osburn
Monday, February 26th, 2018
1:30 pm - 3:30 pm CT
 

What You Will Learn

In the FIRST part, we'll:

  1. Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
  2. Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules
  3. Discuss updates in the current tax code and how they affect the bank’s clients, and
  4. Describe how the 1040 tax return can be used to market the bank’s products and services.

In the SECOND part, we'll:

  1. Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
  2. Analyze business tax returns and prepare cash flows for these entities,
  3. Draw additional information from the business returns including identifying fraudulent tax returns, and
  4. Discuss updates in the current tax code as they apply to businesses.
Register here