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Effective Tax Return and Cash Flow Analysis Webinar


Aug. 3
9:30 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $295 | Nonmember: $400

 More Information

Course No.
Some knowledge of tax return analysis.


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 the "global cash flow" (combined personal and business tax return cash flow analysis)Identify risk factors using the returnsRecognize tax code updates and ways to use the tax returns to market the CPA practice.


Grasp tax return analysis to determine an individual's and company's cash flow position. Review tax code updates including the "Tax Cuts and Jobs Act" (TCJA) and its impact on personal and business cash flow.Begin with personal tax return analysis including reviewing "true" cash flow derived from the 1040 federal tax return (by looking at 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.Next, a "global cash flow" analysis (combined personal and business tax return cash flow analysis).Finally, assess the company's business tax returns and review depreciation; real estate; retirement plans and HSAs; estate planning techniques; and year-end tax strategies.Learn how to use tax returns to market the CPA practice.


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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