Agenda

May 18, 2026
2:30 pm - 4:00 pm EST

Bank personnel are required to obtain and properly interpret tax returns for consumer, mortgage, and commercial lending purposes. The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.

Topics

What You'll Learn:

The first part includes:

• The objectives of the first part of the webinar consist of the following: 

• Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms),

• Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules, and

• Discuss recent changes in the tax code, including the OBBB (One Big Beautiful Bill), and how they affect the bank’s “individual” borrowers/guarantors.

The second part includes:

• Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return,

• Analyze business tax returns and prepare cash flows for these entities,

• Review tax returns and technology issues, identify fraudulent returns, and describe how tax returns can be used to better market the bank’s products and services, and

• Discuss updates in the tax code and how they apply to businesses.

Speaker(s)

David L. Osburn
Founder

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 bankers, CPAs, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues.

His extensive professional background of over 30 years encompasses 24 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 for over 30 years teaching Accounting, Economics, Finance, Banking, Marketing, Management, and Business Law.

Fees

Live Webinar - $299.00

• Live Access
• 30 Days OnDemand Playback
• Presenter Materials and Handouts

Available Upgrades

• 12 Months OnDemand Playback - $120.00 Per Person
• 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
• Additional Live Access - $95.00 Per Person

**100% surcharge applied to non-members.

Association Contact