Date & Time
Thursday, November 9, 2023, 1:45 PM - 3:15 PM
Community Bank Update

This session will provide an overview of federal income tax issues and recent developments of significant interest to community banks. Topics to be discussed include tax planning in a rising interest rate environment, an overview of evolving IRS audit exposure areas (including the Employee Retention Credit and micro captive insurance structures), planning for the new 1% federal excise tax on stock repurchases and a summary of miscellaneous federal income tax developments. All topics will be presented from a community banking perspective by practitioners who serve this market extensively.

Colleen Delger David Thornton Corey Pfeifer