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Effective Tax Return and Cash Flow Analysis Webinar

CPE

When
Jan. 21
9:30 a.m. - 5:00 p.m.

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $245 | Nonmember: $345


 More Information

Course No.
4193152D
Level
Intermediate
Prerequisites
Some knowledge of tax return analysis.

Description

  • Determine an individual’s and company’s cash flow position using tax return analysis to improve cash flow, obtain financing or improve business operation.
  • Calculate personal cash flow using 1040 tax return (including schedules and K-1s).
  • Identify risk factors using the returns
  • Recognize tax code updates and ways to use the tax returns to market the CPA practice.

Highlights

Gain an understanding of how tax return analysis is used to determine an individual's and company's cash flow position. Review tax code updates including the Tax Cuts and Jobs Act and its impact on personal and business cash flow.

Begin by concentrating on personal tax return analysis including reviewing "true" cash flow derived from the 1040 federal tax return (including the various schedules and K-1 forms).

Then focus on the analysis of various business tax returns, including the LLC and S and C corp structure; analyze business federal tax returns; and prepare cash flows for these entities. This section will also assess the company's risk factors using business tax returns and review real estate tax issues; retirement plans and HSAs; estate planning techniques; and year-end tax strategies.

Learn how to use the tax returns to market the CPA practice.

Materials are provided as an ebook.



Speaker(s)

David L. Osburn, MBA, is the founder and managing member of David L. Osburn & Associates. His firm specializes in providing seminars and webinars on topics such as banking and finance, negotiation skills, marketing and management. He also functions as the CFO of a multi-state construction company and co-manages a bank educational program with the University of Nevada, Las Vegas (UNLV). <br />  <br />  With more than 25 years of teaching experience, Mr. Osburn is an adjunct faculty member of both an accredited MBA program and a community college. His extensive professional background of 26 years includes 16 years in banking, covering comprehensive underwriting, management, business development and commercial loan experience.  Mr. Osburn holds an MBA from Utah State University and a BS in Finance from Brigham Young University. He is also a graduate of the National Commercial Lending School at the University of Oklahoma.


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