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Effective Tax Return and Cash Flow Analysis
- Determine an individual and company's cash flow position using tax return analysis to improve cash flow, obtain financing and/or improve business operation
- Calculate personal cash flow using 1040 tax return (including schedules and K-1s)
- Explore business tax returns including partnership (LLC), S corporations, C corporations and prepare cash flows from these entities; calculate global or combined 'personal' and 'business' cash flow analysis
- Discuss tax code updates and their impact on cash flow
- Review ways to use the tax returns to market/ improve the cash flow of the CPA practice
Overview of the webinar
In this webinar, you will learn how tax return analysis can be used to determine an individual and company's cash flow position. With this knowledge, you will be able to help their clients improve their cash flow position, obtain financing and/or better manage their on-going business operation.
Who should attend?
- CPAs
- CFO/Controllers
- Financial Managers
- Auditors
- Financial Analysts
- Practitioners who provide accounting, tax or consulting services to businesses
Why should you attend?
The first part of the webinar will concentrate on 'personal tax return' analysis including reviewing the 'true' cash flow derived from the 1040 federal tax return (based on the various schedules and K-1 forms), and preparing a 'personal cash flow' from information gleaned from the 1040.
The second part will focus on the analysis of various 'business tax returns' including the partnership (LLC), S corporation, and C corporation structure, analyzing business federal tax returns and prepare 'cash flows' for these entities, and also creating a 'global' or combined cash flow analysis (personal & business).
We will also discuss updates to the current tax code and how they impact personal and business cash flow and how we can use the tax returns to market/ improve the cash flow of the CPA practice.
Faculty - Mr.David L. Osburn
David L. Osburn is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides 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 16 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.
He has been an adjunct college professor (MBA and undergraduate courses) for over 30 years, teaching at 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 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).