BAN2319. Emerging Tax Developments Impacting Your Institution

This session will provide attendees with an overview of emerging tax developments impacting the financial services industry and will be presented in terms that the non-tax-professional can understand. Topics to be discussed include tax planning in a rising interest rate environment, evolving tax exposure in the captive insurance and Employee Retention Credit areas, and miscellaneous federal income tax developments that may factor into your institution’s overall tax picture.

Learning Objectives:

• Differentiate how rising interest rates enhance the value and availability of tried and true tax planning strategies
• Determine how recent IRS audit initiatives and proposed Treasury regulations may impact the tax exposure related to micro captive insurance arrangements and Employee Retention Credits
• Compare miscellaneous federal income tax developments that impact the financial services industry, some of which may require immediate action