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Gain an understanding of how tax return analysis is used to determine an individual's and company's cash flow position. Review tax code updates including the Tax Cuts and Jobs Act and its impact on personal and business cash flow.
Begin by concentrating on personal tax return analysis including reviewing "true" cash flow derived from the 1040 federal tax return (including the various schedules and K-1 forms).
Then focus on the analysis of various business tax returns, including the LLC and S and C corp structure; analyze business federal tax returns; and prepare cash flows for these entities. This section will also assess the company's risk factors using business tax returns and review real estate tax issues; retirement plans and HSAs; estate planning techniques; and year-end tax strategies.
Learn how to use the tax returns to market the CPA practice.
The lunch period for this event will be 30 minutes and a box lunch is included in your registration fee. Class will adjourn at 4 p.m. unless otherwise specified.
Some knowledge of tax return analysis.
CPAs, auditors, financial professionals and tax practitioners.