Effective Tax Return and Cash Flow Analysis Webcast | 4203152C STARTS AT 6:30 AM PDT

Instructors

Date :
August 3, 2020 6:30 AM - 2:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Intermediate
Member Price :
289.00
Nonmember Price :
389.00
CPE Credits :
CPE 8.00
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Grasp tax return analysis to determine an individual's and company's cash flow position. Review tax code updates including the "Tax Cuts and Jobs Act" (TCJA) and its impact on personal and business cash flow.

Begin with personal tax return analysis including reviewing "true" cash flow derived from the 1040 federal tax return (by looking at 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.

Next, a "global cash flow" analysis (combined personal and business tax return cash flow analysis). Finally, assess the company's business tax returns and review depreciation; real estate; retirement plans and HSAs; estate planning techniques; and year-end tax strategies.

Learn how to use tax returns to market the CPA practice.

 

 

Objectives:

 
  • Determine an individual’s and company’s cash flow position using tax return analysis to improve cash flow, obtain financing or improve business operation.
  • Calculate the "global cash flow" (combined personal and business tax return cash flow analysis)
  • Identify risk factors using the returns
  • Recognize tax code updates and ways to use the tax returns to market the CPA practice.
 

 

 
 

Major Subjects:

 
  • Personal cash flow and the 1040 return.
  • Business tax return and cash flow analysis for the LLC, S and C corporations; global or combined personal and business cash flow.
  • Depreciation, real estate, retirement plans and HSAs, estate planning and year-end tax strategies.
  • Updates to the tax code including the "Tax Cuts and Jobs Act" (TCJA)
  • Using tax returns to market the CPA practice.
 

 

 
 

Advanced Prep:

 

None.

 
 
 

Misc. Information:

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Level of Difficulty:
Intermediate
Field of Interest:
Finance
Prerequisites:
 

Some knowledge of tax return analysis.

 
 
 
Designed For:
 

CPAs, auditors, financial professionals and tax practitioners.

 
 
 

Instructors

David L Osburn
David Osburn CCRA is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides seminars, webinars and keynote speeches on topics such as banking/finance/credit, negotiations, marketing and management. His contract CFO clients’ include medical practitioners, real estate developers and financial institutions. His extensive professional background of 30 years includes 16 years in banking (commercial lending including loan underwriting, collections, management and customer development) and 29 years as an adjunct college professor (MBA and undergraduate courses). Osburn holds a master’s degree in business administration from Utah State University, a bachelor’s degree in Finance from Brigham Young University and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma. Additionally, he holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).

Materials:

  • Materials - ebook