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As business clients grow more complex, so do their financial and tax situations. This session is designed to provide bankers with advanced tax return concepts and related analyses to help them more effectively work with their business customers. Discussion will begin with a review of a business owner’s personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1, M-2, and K-1.
Instructor will then cover corporate tax issues (business structure, section 179 depreciation, bonus depreciation), investments (capital gain/loss issues, and passive activities), real estate issues (personal residence, rentals, home offices, 1031 tax-free exchanges), employer-provided benefits (qualified retirement plans and health savings accounts-HSAs), retirement planning (defined benefit plans), estate planning, and year-end tax strategies.
The session will conclude with the changes to the tax code, including the One Big Beautiful Bill (OBBB), that impacts businesses and business owners/guarantors.
Learning Objectives
Review personal and business tax returns.
Explore corporate tax issues and investment concepts.
Identify real estate issues.
Determine employer provided benefits.
Cover retirement planning strategies and estate planning issues.
Determine year-end tax strategies.
Analyze changes to the tax code.
Duration: 90-minutes
Who Should Attend: Ag Lending, Commercial Lending, Credit Administration, Lending, Business Banking
Instructor(s): David Osburn, Osburn & Associates, LLC
Recorded: March 18, 2026.
This webinar on-demand is available for two years from the recorded date.