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Industry Updates

Tax Reform Impact on Financial Institutions - Audio Conference

December 2017 – Charles Marston

While nothing has yet been passed into law, given the fact that both the House and Senate have moved ahead with tax reform plans, it is not too early to begin to discuss how your financial institution might be impacted by the many different provisions included in both versions of reform. During this audio-only presentation we will discuss:
• Provisions included within the current tax reform proposals that could have the biggest impact on financial institutions
• The differences between the Senate and House versions of tax reform
• What can be done now to plan for possible rate changes

Authentic Enterprise Risk Management

December 2014 – Jack Salvetti

Required Changes to Tax Allocation Agreements

August 2014 – Charles Marston

New Ohio Financial Institutions Tax

September 2013 – Charles Marston