Effective Tax Return and Cash Flow Analysis

Live Webinar

Webinar Details $219

  • Webinar Date: January 29, 2025
  • Webinar Time: 2:00pm - 3:40pm EST   live
  • Webinar Length: 100 Minutes
  • Guest Speaker:   David Osburn
  • Topic:   Taxation and Accounting, Accounting
  • Credit:   ATATX 1.5, CPE 2.0, IRS 2.0

All Access Membership

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 operation.

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 prepare “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
Your Benefits For Attending
  • 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.
Designed For

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

ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

CPE Credit

Continuing Professional Education

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

IRS Credit

Preparer Tax Identification Number


What our customers are saying

Guest Speaker

  • David L. Osburn, MBA

    David L. Osburn, MBA

    David is the founder and managing member of David L. Osburn & Associates LLC, a Las Vegas-based business training and contract CFO firm that provides seminar/keynote speeches for various groups including CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and busines [...]

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Speakers Performance Based On Past Webinar Survey Results

Average rating

4.2 / 5

This speaker has received a total of 95 survey responses. Attendees have given an average rating of 4.2 stars out of a possible 5, reflecting on the speakers performance on the following questions.

Overall, how satisfied were you with this presenter?
4.4 Stars
How closely did the presenter follow the schedule?
4.1 Stars

Reviews From Past Webinar Surveys

Our webinars are crafted to deliver exceptional value and insight to business professionals. To ensure we meet and exceed your expectations, we conduct thorough post live webinar surveys. Below, you'll find genuine feedback from attendees, sharing their thoughts on the speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Lauree K.
March 14, 2022
4 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
4.0 Stars
Do you have any other comments, questions or concerns?
Great class!
Sanet G.
March 14, 2022
4.5 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
Great presenter!
Kristeen B.
March 14, 2022
4 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
4.0 Stars
Do you have any other comments, questions or concerns?
They did a good job
Michele M.
March 14, 2022
4 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
4.0 Stars
Do you have any other comments, questions or concerns?
I thought that this class would teach how to do a Cash Flow Statement, not simply learn what kinds exist and a very quick overview of the numbers in and out.
He Sheng H.
March 14, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
No comment
Sara P.
January 10, 2022
2.5 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
1.0 Stars
Do you have any other comments, questions or concerns?
This was all open ended questions and he never actually gave real answers in his presentation. I am extremely disappointed that i spent 200 for this course and I will never do another Aurora course again.
Juliana P.
January 10, 2022
4 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
4.0 Stars
Do you have any other comments, questions or concerns?
no comment
Gwendolyn W.
January 10, 2022
2.5 / 5
Satisfaction Rating:
3.0 Stars
Follow Schedule:
2.0 Stars
Do you have any other comments, questions or concerns?
The presenter just read most of the screens and had us underline words. It would have been more helpful just to read the presentation.
Jackie H.
January 10, 2022
3.5 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
3.0 Stars
Do you have any other comments, questions or concerns?
This class just didn't match up with my needs.
Lola S.
January 10, 2022
4.5 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
David had the conviction of an evangelist. This was not just a refresher on information you already possessed, but an encouragement to do an unbiased self-assessment.
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