November 3-5, 2021 | In-Person | Orlando, FL

The Must-Attend Event For Forward-Thinking Tax Professionals is Back!

Earn Up to 18.5 CPEs!

Now in its 56th year, the Bank & Capital Markets Tax Institute will be back in person on November 3rd - 5th.
Each year more than 300 bank tax professionals converge for 3 days of access to world-class speakers, their colleagues and the industry’s leading solutions providers. As we gather back in person, bank tax professionals can look forward to the highly technical information and timely insights that they have come to expect from this event.
And, NEW for 2021, the November  will include the legal perspective in many of its sessions to provide a more rounded analysis of the current state of the industry.

New for 2021: 
Have Your Team Participate Virtually!

Virtual participation provides access to all keynote presentations and the following sessions via a live-stream from the in-person event:

  • Thursday, November 4th
    • General Banking Update
    • IRS Developments
    • M&A Update
    • Tax Credits & Renewables
  • Friday, November 5th
    • State & Local Tax
    • Federal and State Tax & Benefits Considerations
    • Community Banking Update 

*Does NOT provide access to workshops.

2021 Keynote Speakers

Doug O'Donnell
IRS Deputy Commissioner of Services and Enforcement

Robert Strand
Senior Economist - American Bankers Association

Jonathan Traub
Managing Principal for Tax Policy, Deloitte

Who Should Attend?

Job Functions

  • Accountant
  • Attorney (Tax)
  • Business Development
  • Comptroller
  • Consultant
  • Chief Financial Officer (CFO)
  • Internal Auditor Partner/Senior Manager
  • Tax Advisor
  • Tax Officer/Specialist
  • Tax Research/Manager
  • Treasurer
  • Other Corporate Finance Management
  • Administrator (Government)


  • Commercial Bank
  • CPA Firm
  • Government
  • Investment Bank
  • Law Firm
  • Online Bank
  • Retail Bank
  • Savings and Loans
  • Technology / Software Industry Provider
  • Consultant: Business / Finance
  • Consultant: Other
  • Academia/Non-Profit