Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

Advanced Tax Return Analysis Online Seminar

November 24, 2020
10:00 - 11:30 a.m.

Price: $275

This seminar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.

The session will begin with a brief review of analyzing a business owner’s personal 1040 tax return and 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 seminar will cover the following advanced tax topics related to business clients:

  • 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 plans and captive insurance
  • 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)

Each of the program topics will be presented from the perspective of more effectively working with the bank’s business customers.

Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers

Instructions

Online Seminar (11/24/20 10:00 - 11:30 a.m.)


Online Registration

promo 2

Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

learn more
promo 3

Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

learn more