Advanced Tax Return Analysis for Financial Professionals

Date:

Oct 20, 2025

Register

This webinar will provide several advanced tax return concepts and related analyses to help you more effectively work with your business customers.

Agenda

October 20, 2025
2:30pm - 4:00pm EST

The session will begin with a brief review of analyzing a business owner’s personal 1040 tax return. It will include the return of an LLC, S corporation, and C corporation, including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.

The remainder of the webinar will cover advanced tax topics related to business clients.

Topics

What You'll Learn

  • Corporate tax issues including Business Structure, Section 179 Depreciation, and Bonus Depreciation
  • Investments including Capital Gain/Loss Issues and Passive Activities
  • Real estate issues including Personal Residence, Rentals, Home Offices, and 1031 Tax-Free Exchanges
  • Employer provided benefits including Qualified Retirement Plans and Health Savings Accounts (HSAs)
  • Retirement planning strategies including Defined Benefit (DB) Plans
  • Estate planning issues including gifting
  • Year-end tax strategies
  • Changes to the tax code that impact businesses and proposed tax legislation
Speaker(s)

David L. Osburn
Osburn & Associates, LLC

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of over 30 years encompasses 24 years as a Business Trainer/ Contract CFO and 16 years as a Bank Commercial Lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.

Mr. Osburn has been an adjunct college professor for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

Additional Information

Who Should Attend?

This session is ideal for commercial lenders, credit analysts, relationship managers, and credit administrators.

Fees

Live Webinar - $299.00

  • Live Access
  • 30 Days OnDemand Playback
  • Presenter Materials and Handouts

Available Upgrades

  • 12 Months OnDemand Playback - $120.00
  • 12 Months OnDemand Playback + Digital Download - $150.00
  • Additional Live Access - $95.00 per person

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank