Basic Personal and Business Tax Return Analysis (On-Demand)

General Credits:
Original Date Of Course:


Course Description

Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES! The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.


  1. Personal Taxes
      • Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),
      • Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules,
      • Discuss recent changes in the tax code including the “Tax Cuts and Jobs Act” (TCJA), the CARES Act, and proposed tax legislation and how they affect the bank’s individual borrowers/guarantors, and
  2. Analysis of Business Tax Returns
      • Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,
      • Analyze business tax returns and prepare cash flows for these entities,
      • Draw additional information from the business returns including identifying fraudulent tax returns,
      • Discuss updates in the tax code including the TCJA, CARES, and proposed tax legislation as they apply to businesses.


David L. Osburn, MBA

Credit Details

Course Type

Original Date Of Course

Course Instructor

David L. Osburn, MBA

General Credits