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20WC-1499: Effective Tax Return and Cash Flow Analysis (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Monday, January 25, 2021
10:30am - 6:00pm Central Time
8 CPE (8 technical)

Grasp tax return analysis to determine an individual's and company's cash flow position. Review tax code updates including the "Tax Cuts and Jobs Act" (TCJA) and its impact on personal and business cash flow.Begin with personal tax return analysis including reviewing "true" cash flow derived from the 1040 federal tax return (by looking at the various schedules and K-1 forms).Then focus on the analysis of various business tax returns, including the LLC and S and C corp structure; analyze business federal tax returns; and prepare cash flows for these entities.Next, a "global cash flow" analysis (combined personal and business tax return cash flow analysis).Finally, assess the company's business tax returns and review depreciation; real estate; retirement plans and HSAs; estate planning techniques; and year-end tax strategies.Learn how to use tax returns to market the CPA practice.

Major subjects

  • Personal cash flow and the 1040 return.
  • Business tax return and cash flow analysis for the LLC, S and C Corporations; global or combined personal and business cash flow.
  • Depreciation, real estate, retirement plans and HSAs, estate planning and year-end tax strategies.
  • Updates to the tax code including the Tax Cuts and Jobs Act (TCJA)
  • Using tax returns to market the CPA practice.

Learning objective(s)

  • Determine an individual's and company's cash flow position using tax return analysis to improve cash flow, obtain financing or improve business operation.
  • Calculate the "global cash flow" (combined personal and business tax return cash flow analysis)
  • Identify risk factors using the returns
  • Recognize tax code updates and ways to use the tax returns to market the CPA practice.

Who should take this program?

CPAs, auditors, financial professionals and tax practitioners.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $400.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $295.00
checkmark Standard Nonmember Fee $400.00

More program information

Instructor David Osburn, MBA
Location Online
Area
of study
Taxation
Field(s)
of study
Finance - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Some knowledge of tax return analysis.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.