Attend this proactive webinar and gain a better understanding of how tax return analysis can be used to determine an individual and company’s cash flow position. With this knowledge, the CPA will be able to help their clients improve their cash flow position, obtain financing, and/or better manage their ongoing business operations.

The first part of the webinar will concentrate on personal tax return analysis (for the business owner) including reviewing the “true” cash flow derived from the 1040 federal tax return (based on the various schedules and K-1 forms).

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 preparing “cash flows” for these entities, and creating a “global” or combined cash flow analysis (personal & business).

The remainder of the webinar will cover the following “advanced” tax topics related to business clients and their “cash flows”:

• Corporate Tax Issues including Business Structure, Section 179 Depreciation, and Bonus Depreciation
• Investments including Capital Gain/Loss Issues and Passive Activities
• Real Estate Issues including Rentals and Home Offices
• Employer-provided benefits including “Qualified Retirement Plans” and Health Savings Accounts (HSAs)
• Retirement Planning Strategies including “Defined Benefit” Plans
• Estate Planning Issues
• Year-End Tax Strategies
• Changes to the Tax Code that impact Business Owners.

Why Should You Attend?

• Gain a better understanding of tax return analysis to determine cash flow positions for individuals and businesses.
• Learn how to help clients improve their cash flow position, obtain financing, and manage business operations effectively.
• Understand advanced tax topics that impact business clients, including tax strategies, investments, real estate issues, and retirement planning.

Who will Benefit?

CPAs, CFO/controller financial managers, auditors, financial analysts, and practitioners who provide accounting, tax, or consulting services to businesses.