Advanced Tax Return Analysis for the Banker 2019 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 and captive insurance
- Recent changes to the tax code that impact business owners
- Year-end tax strategies
Advanced Tax Return Analysis for the Banker 2019 is intended for:
- Credit Analysts
- Commercial Lenders
- Relationship Managers
- Loan Documentation Specialists
- Private Bankers
- Branch Managers
- Bank Directors
- Business Development Officers
- Risk Managers and Officers
- Compliance Managers and Officers
- Presidents / Vice Presidents
- Controllers
- Sales Representatives
- Managers / Supervisors
- Retail Businesses Owners
- Marketing Personnel
- Stock Room Personnel
- Maintenance and Security Employees
- Business Vendors
