Tennessee Bankers

Tax Return Analysis

October 14: Online

This is a virtual-only event. Please contact Monique White for more information.

 

This program will cover both personal and business tax returns. We will take a look at small business and self-employed borrowers. Cash flow and global debt analysis will be covered. The primary focus will be on converting taxable income into effective income.

Key Topics

The program will cover:

  • Sole Proprietorships 
  • Partnerships and LLC’s 
  • Corporations
  • Sub Chapter – S Corporations

Other topics to be covered include:

  • Evaluating Rental Income 
  • Interest & Dividend Income 
  • Capital Gains & Losses 
  • Commission Income Earners

The class will employ lecture and case studies. Each participant should have a calculator during class.

 

Presenter

David L. Kemp, president, Bankers Management Inc (BMI)

 

Schedule

9:00 a.m.—Program begins
Noon—Break for lunch
12:30 p.m.—Program resumes
3:30 p.m.—Adjourn for the day

 

Continuing Education Credit

Attendees qualify for 5.5 hours of Continuing Professional Education (CPE) credit in the area of 
Specialized Knowledge.

 

 

Program Fees

TBA Members / Associate MembersNonmembers
Registration $270$540

TBA Contact

Monique White - mwhite@TNBankers.org
Director of Education
Tennessee Bankers Association
211 Athens Way, Ste 100 • Nashville, TN 37228-1381
800/964-5525 or 615/244-4871 or www.TNBankers.org

Register for Tax Return Analysis

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Special Needs: If you have a special need that may affect your participation in this program, or special dietary requests, please send TBA a statement detailing your needs at least 10 days before the program. We will contact you to discuss accommodations.

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