Advanced Tax Return Analysis for the Banker 2019

Topics

• 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

Who should Attend

• 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