4th of July offer on myCPE Prime, Unlimited courses and credits for just $199. Hurry! (Offer expires on July 04) Click here to start.

Effective Tax Return And Cash Flow Analysis

  • Accountant
  • CPA/ABV
  • AFSP
  • CRTP
  • CFP (US)
  • CMA
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Prep.
  • CTP
  • CFIRS
  • CWS

Published: September, 2021

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Personal & business Tax Returns
    6 mins
  • Personal Cash Flow Analysis
    13 mins
  • Business Tax Return Cash Flow Analysis
    51 mins
  • Prepare "Global Cash Flow" Analysis
    71 mins
  • Tax Cuts and jobs Act of 2017 (TCJA)
    90 mins

Course Description

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

  • To improve their cash flow position,
  • To obtain financing.
  • To better manage their ongoing business operations.


This online Taxes CE webinar covers the following key topics:

  • Personal Tax return analysis after getting cash flow derived from a tax return.
  • Business Tax return analysis after getting cash flow derived from a 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).

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 analyze 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 identify Recent Changes to the Tax Code that impact Business Owners including the “Tax Cuts and Jobs Act” (TCJA)

Recommended For

This Online CPE/CE IRS Approved Webinar is recommended for CPAs, CMAs, CTEC, AFSP, EAs, ABV, Tax Professionals, and Any Professional or Staff Member Involved in the preparation or review of various types of tax returns.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • California Registered Tax Professional
  • Certified Management Accountant (CMA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit for Enrolled Agents (EA) (Approval No. GEHNZ-T-00496-21-S)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0495)
  • 2 CE Credit for Annual Filing Season Program (AFSP)
  • 2 CPD Credit for Accredited in Business Valuation (ABV)
  • 2 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00496-21-S)
  • 2 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00496-21-S)
  • 2 CE Credit of General Principles of Financial Planning for Certified Financial Planner (US) (Approval No. 300794)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookeeper
  • 2 CRE Credit for Certified Treasury Professional (CTP)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

David Osburn

Manager, Osburn & Associates, LLC

David is the founder and managing member of Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminars, webinars, keynote speeches, and webinars for various trade groups including CPAs, bankers, attorneys, credit union employees, credit managers, contractors, and business owners. He also provides contract CFO services for financial institutions, medical practitioners, contractors, and real estate developers.


His extensive professional background encompasses over 27 years in banking, finance, and marketing. His bank commercial lending credentials include comprehensive loan underwriting, management, customer development, and loan workout experience.

In addition, David is an Adjunct Professor for Regis University, an accredited MBA program and the College of Southern Nevada (CSN), a community college. He has taught college courses for over 25 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.

About Company

Osburn & Associates, LLC

www.dlosburn.com/

We are a business training and contract chief financial officer (CFO) firm. Our business training services consists of quality seminar/keynote addresses for CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners. We also provide training via “webinars” which are usually one hour in length and are administered through a live “interactive” PowerPoint presentation. These training sessions often fulfill the requirements for Continuing Professional Education (CPE), Continuing Legal Education (CLE), and Continuing Education Units (CEUs). Our contract CFO services include financial statement analysis, obtaining "actual" bank/non-bank financing, and management consulting for small-to medium-size businesses. Clients include construction companies, medical practitioners, and real estate developers.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

10 Ratings

Excellent

4

Very Good

6

Average

0

Poor

0

Terrible

0

We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.