All times listed are Eastern.
Wednesday, November 5, 2025
7:30 AM - 5:30 PM | Registration Open
7:30 AM - 8:30 AM | Networking Breakfast
8:30 AM - 4:45 PM
Bank Tax Tutorial Workshop
As most of the presentations at the conference will focus on specific technical issues, you will want to take advantage of our preparatory Bank Tax Tutorial. The Bank Tax Tutorial is designed for tax directors, tax professionals who serve the banking industry and others responsible for handling bank income tax matters. This workshop prepares you to follow the conference presentations with a greater understanding of the complexity of these issues. If you have not had a refresher course in some time, if you want a succinct and inclusive review, or if you just want to fill in gaps in your background, plan now to attend this special seven-hour tutorial. In this session, we will discuss the common schedule M adjustments specific to banking, the bad debt conformity election and its use in tax planning, and emerging issues that are likely to be discussed in detail at the main conference.
*additional fee required
8:30 AM - 4:45 PM
Community Bank Tax Workshop
Over the past 30 years, the Community Bank Tax Workshop has become the banking industry's premier advanced tax seminar focused specifically on the taxation of community banks. This workshop will address some in-depth issues relating to current issues that the community banking industry is dealing with, including an in-depth look at the proposed regulations that could impact how banks will deduct bad debts going forward. Election results and the potential impact on tax issues will also be a topic. Several other current tax topics, such as succession planning issues, S vs. C corporation considerations and other long-term planning topics, as well as any resultant GAAP or regulatory effects, will be covered during the workshop. Current issues arising in the mergers & acquisition area will also be discussed, and much, much more!
*additional fee required
12:00 PM - 1:00 PM | Networking Lunch
1:00 PM - 4:45 PM | Accounting for Income Taxes Workshop
Another year is behind us with continued changes in tax legislation, accounting guidance, and SEC oversight. Join your KPMG instructors who will once again provide a refresher on selective common areas of accounting for income tax considerations impacted by the ever evolving legislative, regulatory, and economic environment for Banking. The session will discuss potential tax accounting impacts of recent developments and transactions impacting the banking industry, including topics such as CAMT and Pillar 2; explore the accounting treatment for tax credits under US GAAP as well as an array of policy choices, which can be quite different depending on their nature and characteristics of the tax credit investments; provide an update on ASU 2023-09, which enhances annual income tax disclosures; and conclude with a review of recent SEC Comments Letters on tax issues.
*additional fee required
3:00 PM - 3:30 PM | Networking Break
Roundtable Sessions
5:00 PM - 6:00 PM
Roundtable A - M&A Landscape for Banking
This session will offer a high-level discussion on the overview of the current M&A landscape, including an investment banker's perspective on what makes for a good deal, and will provide attendees with practical take-aways for navigating the tax issues involved in a merger or acquisition.
5:00 PM - 6:00 PM
Roundtable B - Captive REITs
This session will discuss the latest tax developments in Captive REITS, including the state and local tax considerations and compliance challenges, as well as the emerging legislative developments regarding the QBI deduction. 5:00 PM - 6:00 PM
Roundtable C - Mark to Market / Capital Loss Planning
This session will provide guidance on proposed regulation updates and new reporting requirements for mark-to-market, and will discuss the related tax implications of these new rules, as well as strategies for capital loss planning during times of market volatility and disruptions. 6:00 PM - 7:30 PM | Welcome Reception
Thursday, November 6, 2025
7:00 AM - 8:00 AM | Networking Breakfast
8:00 AM - 9:00 AM | Morning Keynote Address - Why Good People Win
Don't miss this engaging keynote with Davin Martin of bankmechanics, as he delivers a humorous and insightful look at why banking is still, at its core, a people business—and how organizations that invest in great people ultimately come out ahead.
9:00 AM - 10:30 AM | Significant Bank Tax Developments in 2025
This session will provide an overview of the significant bank tax developments from the past year, and their implications on the industry. This session will discuss potential tax policy shifts, recent regulatory developments, high-impact tax proposals, the potential expiration of TCJA Provisions, deductions changes, and more.10:45 AM - 12:15 PM | Tax Technology Update: Generative AI & Machine Learning in Tax
This session will explore the emerging trends and updates from the past year in tax technologies, and will deep dive into strategies and approaches of using technology to optimize tax functions. This session will also explore the lessons learned from implementing AI, how AI usage has changed over the past year, and will provide real-life examples of how banks of all sizes are using Machine Learning to increase speed and accuracy, and decrease research times, as well as provide actionable takeaways for attendees.12:15 PM - 1:45 PM | Networking Lunch & Capitol Hill Update
Please join us for a discussion regarding the election results and what the results mean for future tax legislation and policy. We will also discuss any pending tax legislation and where we think Congress will be focused in the new year.2:00 PM - 3:30 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, 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. 2:00 PM - 3:30 PM
Tax Credits & Renewables
This session will discuss the updates to federal tax credit and incentives, including the impact of proposed cuts to clean energy tax credits and solar tax credit. The session will also discuss the future outlook of the tax credit landscape, as provisions from the Tax Cuts and Jobs Act of 2017 are set to expire at the end of 2025. 2:00 PM - 3:30 PM
BOLI / Section 1035 Exchanges - Practical Takeaways
This session will provide attendees with practical takeaways on the tax implications of BOLI investments, tax benefits through Section 1035 Exchanges, and regulatory considerations. The session will also cover recent developments and changes in tax laws affecting BOLI and 1035 Exchanges.
3:30 PM - 4:00 PM | Mid - Afternoon Break
4:00 PM - 5:30 PM
S Corp Update
This session will discuss recent S corporation bank developments and legislation, as well as the ever-changing political environment and what it means to your Bank and your shareholders. This session will also discuss the recent state and local tax changes and updates, and what they might mean for banks of all asset sizes. 4:00 PM - 5:30 PM
Tax Accounting Update & New Disclosures
This session will provide attendees with the latest updates in Tax Accounting, as well as changes to disclosure and transparency requirements. This session will also discuss the legislative changes and regulatory updates that impacted tax accounting, and will break down the complexities of the recent disclosure requirements. 4:00 PM - 5:30 PM
Mergers & Acquisitions - Tax Planning
This session will offer a highly-technical presentation on Tax Planning considerations in M&As. Specifically tailored for bank tax professionals, the session will provide practical takeaways on the key changes in tax provisions impacting M&As, and strategies for proactive tax planning.