Wipfli Upcoming Events

Events to help grow your organization

Tax Update for Financial Institutions

12/7/2017 2:00 PM - 3:30 PM (CT)

Type: Live Webinar

Industry: Financial Institutions

Service: Tax

Seats Remaining: 367

Event Contact:

Name: Mary Boortz

Phone: 715-858-6677


Join this complimentary webinar hosted by Wipfli.

There has been much talk about the need for tax reform. The U.S. tax system is incredibly complicated, and the high tax rate environment makes it more important than ever to plan around upcoming changes (the combined federal and state marginal tax rates currently exceed 40 percent for most C corporations and approaches 50 percent for most S corporations). By understanding upcoming changes and taking proactive measures, banks and their owners can minimize their federal and state income tax liabilities. In this webinar, we will update you on some of the most important tax changes affecting the financial institution industry.

Topics may include the following:

  • Federal tax changes affecting C corporations and S corporations
  • Tax policy updates
  • Tax planning strategies and opportunities for tax savings
  • Update on IRS audit activities
  • Tax-related accounting issues
  • Information reporting updates

Who should attend? 
Senior management handling tax issues


Jason Wimmer
Jason J. Wimmer, CPA, MBT
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