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TOPICS - MAY 5 9:00 – 4:00
Advanced Tax Return Analysis For The Banker
Objectives:
• 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 TaxFree 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 Business Owners including the “Tax Cuts and Jobs Act” (TCJA), CARES Ac
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