Basic Personal & Business Tax Return Analysis

Webinar

Basic Personal & Business Tax Return Analysis

Jun 18, 2025 | 11:00 am ET • 10:00 am CT | Webinar

Navigating and interpreting tax returns can be a complex and daunting task for bank personnel. It is critical you possess the knowledge and tools needed to confidently analyze both personal and business tax returns for lending purposes.

Designed for those involved in consumer, mortgage, and commercial lending, this session will break down aspects of tax documents to ensure accurate assessments and informed decision-making.

This webinar is divided into two distinct parts to provide a structured approach, allowing for easier mastery and comprehension of both personal and business tax return analysis.

Part One Learning Objectives:

  • Review the structure of the personal 1040 federal tax return, including key schedules and K-1 forms.

  • Prepare a personal cash flow from information gleaned from the 1040 and related schedules.

  • Examine recent tax code changes and their impact on individual borrowers and guarantors.

  • Leverage personal tax return data to market the bank’s products and services.

Part Two Learning Objectives:

  • Understand the structure of C corporation, S corporation, and partnership (LLC) tax returns.

  • Analyze business tax returns and prepare cash flows for these entities.

  • Identify red flags and potential fraud in business tax returns.

  • Review tax code updates and proposed legislation impacting businesses.

Duration: 90 minutes

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Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $449


Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Continuing Professional Education Credit (CPE) Requirements (if applicable*)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

*View CPE Credit Hours in the “Who Should Attend” section.

For more information, call 800-422-7285 or email [email protected].

Who should attend: Commercial Lenders, Credit Analysts, Mortgage Lenders, Consumer Lenders, Loan Documentation Specialists, Branch Managers, Assistant Branch Managers, Private Bankers, Business Development Officers

Prerequisites: Basic knowledge of banking and lending.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1.5

David Osburn

Osburn & Associates, LLC

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy