Upcoming Events

Tax update for financial institutions

12/1/2022 10:00 AM - 11:30 AM (CT)

Type: Live Webinar

Industry: Financial Institutions

Service: CPA Tax Services

Seats Remaining: 886

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com

Join this free webinar hosted by Wipfli

We entered 2022 with uncertainty surrounding potential tax law changes. In August, President Biden signed into law the Inflation Reduction Act, giving us a clear direction on tax law for the current year. Many of the provisions in the tax law and subsequent IRS guidance directly impact financial institutions and can be proactively used to minimize tax liabilities. Join us for a discussion regarding how the current tax law will impact your financial institution and what you can do to plan for year-end.

Topics will include:

  • Tax overview of the Inflation Reduction Act
  • Federal taxes affecting C corporations and S corporations
  • Tax-planning strategies and opportunities for tax savings
  • Employee Retention Tax Credit
  • Update on IRS audit activities
  • Tax-related accounting issues

Who should attend

Senior management handling tax issues


Mary Coates, CPA
Senior Manager
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Lindsey Sabelko
Lindsey L. Sabelko, CPA
Senior Manager
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