In today’s financial environment, understanding tax returns isn’t optional — it’s essential. Whether you're evaluating business clients, assessing credit risk, or guiding relationship decisions, you need to read between the lines of complex returns, identify hidden risks or opportunities, and offer strategic insights.

In this session, you’ll move beyond the basics — diving into business returns (LLC, S-corp, C-corp), complex items like Schedules M-1/ M-2 & K-1, real estate tax issues, investments, tax-advantaged retirement & estate strategies, year-end deductions, and the latest changes in tax law. By the end, you’ll be more confident interpreting returns, spotting red flags, and adding value in your role with business customers.

This session is ideal for commercial lenders, credit analysts, relationship managers, and credit administrators.

• Explore advanced business and corporate tax issues, including depreciation rules, investments, real estate, and employer-provided benefits.
• Gain insights into retirement and estate planning strategies, year-end tax opportunities, and practical applications for financial professionals.
• Stay current on recent tax code changes and proposed legislation that impact businesses and clients.

For registration questions, please contact OnCourse Customer Support,
866-512-9888, support@oncourselearning.com