Advanced Tax Return Analysis
This seminar wil provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. 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. Other topics will include: investments, corporate tax issues, retirement planning strategies, estate planning issues and changes to the Tax Code that impact business owners. This session is the perfect complement to the February 28th Basic Personal & Business Tax Return Analysis seminar!
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