Upcoming Events

Tax update for financial institutions

12/2/2021 10:00 AM - 11:30 AM (CT)

Type: Live Webinar

Industry: Financial Institutions

Service: CPA Tax Services

CPE Credits: 1.8

Seats Remaining: 245

Event Contact:

Name: Mary Boortz

Phone: 715.858.6677

Email: mboortz@wipfli.com

Join this free webinar hosted by Wipfli

We are again presented with uncertainty about what the tax rules will be going forward. Many of the provisions in the new tax law and subsequent IRS guidance directly impact banks and can be proactively utilized to minimize tax liabilities. We will go over the proposed tax law changes and what you can do to take advantage of them. Join us for a discussion regarding how the tax law changes will impact your bank and what you will want to do to prepare. Topics will include:

  • Federal tax changes affecting C corporations and S corporations
  • Recent and proposed tax legislation
  • Tax planning strategies and opportunities for tax savings
  • Update on IRS audit activities
  • Tax-related accounting issues

CPE Credit

Advanced Preparation: None
Level: Basic 
Prerequisite: None
Field of Study: Specialized Knowledge
CPE: 1.8 credits
Instructional Delivery: Online
Program Cost: Free

Learning Objectives

  • Provide an update on the current provision of the various tax proposals
  • Explain the various tax provision and credits available for banks to take advantage to help reduce tax liability
  • What is new in income tax reporting that will impact your financial statements


National Registry of CPE Sponsors: Wipfli LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.NASBARegistry.org.

For more information regarding administrative policies, such as complaint, and cancellation policies, please contact Mary Boortz at 715.858.6677 or mboortz@wipfli.com.

Who should attend: Senior management handling tax issues


Houston Holmes
Houston Holmes, CPA
Senior Manager
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Jessica H. Mac Naughton, CPA
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