Over the past 28 years, the Community Bank Tax Workshop has become the banking industry’s premier advanced tax seminar focused specifically on the taxation of community banks.

There has not been significant tax legislation during 2023, but there have been various rulings and other tax developments during the year that we will discuss during the session, including a live check-in with Jay Heflin from Eide Bailly’s National Tax Office in Washington, D.C. We will also discuss planning opportunities that exist in an environment with rising interest rates that can have a significant impact on a bank’s capital position. We will also address some in-depth issues relating to current issues that the community banking industry is dealing with, such as ownership succession planning, including an in-depth look at stock redemptions and also Employee Ownership Stock Plans (ESOP’s) and how they can be utilized as an efficient and effective ownership succession method. Current issues arising in the mergers & acquisition area will also be discussed, as well as a thorough discussion of long-range tax planning and much, much more!