Effective Tax Return and Cash Flow Analysis
February 07,2025
December 31,2025
All Days
100 Minutes
Recorded Webinar
Banking, Insurance & Finance
Attend this proactive webinar and gain a better understanding of how tax return analysis can be used to determine an individual and company’s cash flow position. With this knowledge, the CPA will be able to help their clients improve their cash flow position, obtain financing, and/or better manage their ongoing business operation.
The first part of the webinar will concentrate on personal tax return analysis (for the business owner) including reviewing the “true” cash flow derived from the 1040 federal tax return (based on the various schedules and K-1 forms).
The second part will focus on the analysis of various business tax returns including the partnership (LLC), S corporation, and C corporation structure, analyzing business federal tax returns and prepare “cash flows” for these entities, and creating a “global” or combined cash flow analysis (personal & business).
The remainder of the webinar will cover the following “advanced” tax topics related to business clients and their “cash flows”:
- 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 Rentals and Home Offices
- Employer Provided Benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
- Retirement Planning Strategies including “Defined Benefit” Plans
- Estate Planning Issues
- Year-End Tax Strategies
- Changes to the Tax Code that impact Business Owners
Learning Objectives:-
- Gain a better understanding of tax return analysis to determine cash flow positions for individuals and businesses.
- Learn how to help clients improve their cash flow position, obtain financing, and manage business operations effectively.
- Understand advanced tax topics that impact business clients, including tax strategies, investments, real estate issues, and retirement planning.
Who Should Attend?
- CPAs
- CFO/controllers
- Financial Managers
- Auditors
- Financial analysts and practitioners who provide accounting, tax or consulting services to businesses
* Download the Order Form
* For 6+ attendees call us at + 1 (844) 449-0244 or mail us at cs@currentwebinar.com
David is the founder and managing member of David L. Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminar/keynote speeches for various groups including CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners. He also serves as a contract CFO for several clients including construction companies, medical practitioners, and real estate developers, co-manages a bank educational program with the University of Nevada Las Vegas, and is a board member of North Star Business Services, a commercial lending company (commercial real estate and equipment financing).
His extensive professional background encompasses over 24 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan work-out experience.
In addition, David is an Adjunct Professor for Regis University, an accredited MBA program, and the College of Southern Nevada, a community college. He has taught college courses for over 22 years, covering Finance, Accounting, Economics, Marketing, Banking, Business Law, and Management.
He earned an MBA in Finance/Marketing from Utah State University and a BS in Finance from Brigham Young University. He is also a graduate of the University of Oklahoma National Commercial Lending School.
