Potential New State Tax Liabilities for Financial Institutions
The Reasoning and Impact of the Bank of America Case A recent decision by the United States Supreme Court not to hear a case previously
November 27, 2007
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – New Tax Credits Available Under New Coronavirus Relief Bill
The recently passed Families First Coronavirus Response Act (the Act) contains various new programs and ...
Read More →
Tax Update – IRS Extends Tax Due Date from April 15, 2020, to July 15, 2020
On Friday, March 20, 2020, the Internal Revenue Service (IRS) issued Notice 2020-18, which effectively ...
Read More →
Tax Update – IRS Relief for Incorrect RMD Statements
In light of the SECURE Act signed by President Trump in December 2019, the IRS ...
Read More →
Tax Update – SECURE Act Provides Significant Retirement Plan Changes
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act ...
Read More →
Paid Family Leave Notice Deadline Approaching for DC Employers
Under the District of Columbia Department of Employment Services’ mandatory Paid Family Leave Employee Notice ...
Read More →
Nonprofit Update – Takeaways from the Taxpayer Certainty and Disaster Tax Relief Act
On December 20, 2019, President Trump signed the Taxpayer Certainty and Disaster Tax Relief Act ...
Read More →
Rethinking Banking Regulations for the 21st Century
Many of today’s banking regulations came into being since the 1970’s. During this time, they’ve been patched and bandaged but it’s not enough. What we
August 7, 2007
Strategic Planning: The Banker’s “Crystal Ball”
Co-authored by Nancy Schell Before de-regulation, the planning focus was on internal operations. In the present de-regulated environment, Regulators now stress strategic planning over their
June 27, 2007
Improving Communications Between Examiners and Bankers
Does the scenario below sound familiar? This fictional conversation between a banking examiner and a Bank Security Act (BSA) officer is, unfortunately, all too typical
May 27, 2007
Why Director Training?
The first sentence in M. Scott Peck’s best selling book, The Road Less Traveled, states “Life is difficult.” That proposition certainly applies to corporate bank
July 5, 2006
Strategy…Why Now?
Across the country, community banks of all shapes and sizes have renewed interest in strategic planning as they struggle to find an effective road map
April 4, 2006
Strategy Vs. Strategically Focused?
Co-authored with Nancy Schell Most banks have strategies, but that doesn’t mean they’re strategically focused. The former often reflects a cursory approach for doing business,
March 31, 2004
Back of the Envelope Banking
Easy DuPont Formula Paints Clearer Profit Picture The 2002 Sarbanes-Oxley Act has encouraged directors to understand better what drives their businesses. And, a nearly century-old
February 2, 2004
A Grab Bag of Profit Ideas
Co-authored with Nancy Schell. Improving profitability is always a top priority for leaders of financial institutions, regardless of their size. Decision-makers have come to the
July 21, 2003
Most Popular:
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – New Tax Credits Available Under New Coronavirus Relief Bill
The recently passed Families First Coronavirus Response Act (the Act) contains various new programs and ...
Read More →
Tax Update – IRS Extends Tax Due Date from April 15, 2020, to July 15, 2020
On Friday, March 20, 2020, the Internal Revenue Service (IRS) issued Notice 2020-18, which effectively ...
Read More →
Tax Update – IRS Relief for Incorrect RMD Statements
In light of the SECURE Act signed by President Trump in December 2019, the IRS ...
Read More →
Tax Update – SECURE Act Provides Significant Retirement Plan Changes
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act ...
Read More →
Paid Family Leave Notice Deadline Approaching for DC Employers
Under the District of Columbia Department of Employment Services’ mandatory Paid Family Leave Employee Notice ...
Read More →
Nonprofit Update – Takeaways from the Taxpayer Certainty and Disaster Tax Relief Act
On December 20, 2019, President Trump signed the Taxpayer Certainty and Disaster Tax Relief Act ...
Read More →
Potential New State Tax Liabilities for Financial Institutions
The Reasoning and Impact of the Bank of America Case A recent decision by the United States Supreme Court not to hear a case previously
November 27, 2007
Rethinking Banking Regulations for the 21st Century
Many of today’s banking regulations came into being since the 1970’s. During this time, they’ve been patched and bandaged but it’s not enough. What we
August 7, 2007
Strategic Planning: The Banker’s “Crystal Ball”
Co-authored by Nancy Schell Before de-regulation, the planning focus was on internal operations. In the present de-regulated environment, Regulators now stress strategic planning over their
June 27, 2007
Improving Communications Between Examiners and Bankers
Does the scenario below sound familiar? This fictional conversation between a banking examiner and a Bank Security Act (BSA) officer is, unfortunately, all too typical
May 27, 2007
Why Director Training?
The first sentence in M. Scott Peck’s best selling book, The Road Less Traveled, states “Life is difficult.” That proposition certainly applies to corporate bank
July 5, 2006
Strategy…Why Now?
Across the country, community banks of all shapes and sizes have renewed interest in strategic planning as they struggle to find an effective road map
April 4, 2006
Strategy Vs. Strategically Focused?
Co-authored with Nancy Schell Most banks have strategies, but that doesn’t mean they’re strategically focused. The former often reflects a cursory approach for doing business,
March 31, 2004
Back of the Envelope Banking
Easy DuPont Formula Paints Clearer Profit Picture The 2002 Sarbanes-Oxley Act has encouraged directors to understand better what drives their businesses. And, a nearly century-old
February 2, 2004
A Grab Bag of Profit Ideas
Co-authored with Nancy Schell. Improving profitability is always a top priority for leaders of financial institutions, regardless of their size. Decision-makers have come to the
July 21, 2003
Most Popular:
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – New Tax Credits Available Under New Coronavirus Relief Bill
The recently passed Families First Coronavirus Response Act (the Act) contains various new programs and ...
Read More →
Tax Update – IRS Extends Tax Due Date from April 15, 2020, to July 15, 2020
On Friday, March 20, 2020, the Internal Revenue Service (IRS) issued Notice 2020-18, which effectively ...
Read More →
Tax Update – IRS Relief for Incorrect RMD Statements
In light of the SECURE Act signed by President Trump in December 2019, the IRS ...
Read More →
Tax Update – SECURE Act Provides Significant Retirement Plan Changes
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act ...
Read More →
Paid Family Leave Notice Deadline Approaching for DC Employers
Under the District of Columbia Department of Employment Services’ mandatory Paid Family Leave Employee Notice ...
Read More →
Nonprofit Update – Takeaways from the Taxpayer Certainty and Disaster Tax Relief Act
On December 20, 2019, President Trump signed the Taxpayer Certainty and Disaster Tax Relief Act ...
Read More →
Potential New State Tax Liabilities for Financial Institutions
The Reasoning and Impact of the Bank of America Case A recent decision by the United States Supreme Court not to hear a case previously
November 27, 2007
Rethinking Banking Regulations for the 21st Century
Many of today’s banking regulations came into being since the 1970’s. During this time, they’ve been patched and bandaged but it’s not enough. What we
August 7, 2007
Strategic Planning: The Banker’s “Crystal Ball”
Co-authored by Nancy Schell Before de-regulation, the planning focus was on internal operations. In the present de-regulated environment, Regulators now stress strategic planning over their
June 27, 2007
Improving Communications Between Examiners and Bankers
Does the scenario below sound familiar? This fictional conversation between a banking examiner and a Bank Security Act (BSA) officer is, unfortunately, all too typical
May 27, 2007
Why Director Training?
The first sentence in M. Scott Peck’s best selling book, The Road Less Traveled, states “Life is difficult.” That proposition certainly applies to corporate bank
July 5, 2006
Strategy…Why Now?
Across the country, community banks of all shapes and sizes have renewed interest in strategic planning as they struggle to find an effective road map
April 4, 2006
Strategy Vs. Strategically Focused?
Co-authored with Nancy Schell Most banks have strategies, but that doesn’t mean they’re strategically focused. The former often reflects a cursory approach for doing business,
March 31, 2004
Back of the Envelope Banking
Easy DuPont Formula Paints Clearer Profit Picture The 2002 Sarbanes-Oxley Act has encouraged directors to understand better what drives their businesses. And, a nearly century-old
February 2, 2004
A Grab Bag of Profit Ideas
Co-authored with Nancy Schell. Improving profitability is always a top priority for leaders of financial institutions, regardless of their size. Decision-makers have come to the
July 21, 2003
Most Popular: