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|Event Name:||Basic Personal and Business Tax Return Analysis|
|Date:||Monday, February 27, 2017 1:30pm CST|
|Panelist(s) Info:||David Osburn (Bio)
David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. Mr. Osburn’s Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors.
His extensive professional background of over 30 years includes 17 years as a Business Trainer/Contract CFO and 16 years as a bank commercial lender including the position of Vice President/Senior Banking Officer. His banking credentials include loan underwriting, loan “work-out”, management, and business development.
Mr. Osburn has been an adjunct college professor (MBA and undergraduate courses) for over 30 years including Regis University and the College of Southern Nevada. He holds an MBA from Utah State University, a BS in Finance from Brigham Young University, and is a graduate of the ABA National Commercial Lending School held at the University of Oklahoma. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM).
|Credits:||2.5 CE Credits|
Attend this proactive seminar to gain an understanding of the often complex and confusing topic of TAXES!
Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this seminar will concentrate on personal tax return analysis, and the second part will focus on analysis of various business tax returns.
What you will learn:
In the FIRST part, we'll:
In the SECOND part, we'll:
Who should attend?
Commercial lenders, credit analysts, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers