Advanced Tax Return Analysis for Banking and Financial Professionals 2016 is a webinar that covers topics such as:
- Investments including Capital Gain/Loss Issues and Passive Activities
- Corporate Tax Issues including Business Structure, Section 179 Depreciation and Bonus Depreciation
- Employer Provided Benefits including `Qualified Retirement Plans` and Health Savings Accounts (HSAs)
- Real Estate Issues including Rentals and Home Offices
- Estate Planning Issues including Gift Taxes
- Retirement Planning Strategies including `Defined Benefit` Plans & Captive Insurance
- Recent Changes to the Tax Code that impact Business Owners
- Year-End Tax Strategies
Advanced Tax Return Analysis for Banking and Financial Professionals 2016 is intended for:
- Credit analysts
- Commercial lenders
- Branch managers
- Loan documentation specialists
- Business development officers
- Private bankers
