EFFECTIVE TAX RETURN AND CASH FLOW ANALYSIS

David Osburn

Osburn & Associates, LLC

Monday, May 03, 2021 | 12:00 PM EST

  • CPA
  • CMA
  • ABV

Credits: 2 CPE

$20

Subject Area

Accounting

Course Description

Tax return analysis is very crucial. It can be applied to take conclusions on many aspects. This webinar deals with determining individual and company’s cash flow position. With this CPAs will enable businesses and entities in the following:

  • To improve their cash flow position,
  • To obtain financing
  • To better manage their on-going business operations

Key Topics:

  • Personal Tax return analysis after getting cash flow derived from tax return
  • Business Tax return analysis after getting cash flow derived from tax return
  • 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 & Captive Insurance
  • Estate Planning Issues including Gift Taxes
  • Year-End Tax Strategies
  • Recent Changes to the Tax Code that impact Business Owners including the “Tax Cuts and Jobs Act” (TCJA)

This webinar is aimed to be unique value for CPAs, CFO/controllers, financial managers, auditors, financial analysts and practitioners who provide accounting, tax or consulting services to businesses. 

Learning Objectives

  • To analyze Personal Tax return analysis after deriving cash flow
  • To analyze Business Tax return analysis after deriving cash flow
  • To recognize Corporate Tax Issues including Business Structure, Section 179 Depreciation, and Bonus Depreciation
  • To identify Investments including Capital Gain/Loss Issues and Passive Activities
  • To recognize Real Estate Issues including Rentals and Home Offices
  • To explore Employer Provided Benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
  • Retirement Planning Strategies including “Defined Benefit” Plans & Captive Insurance
  • To identify Estate Planning Issues including Gift Taxes
  • To recall Year-End Tax Strategies
  • To explore Recent Changes to the Tax Code that impact Business Owners including the “Tax Cuts and Jobs Act” (TCJA)

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • Senior Accountant
  • Accounting Managers
  • Staff of Accounting Firm