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Tax Reform Updates for Bank and Financial Instruments

 

Gain an understanding of the new tax reform updates affecting the financial institutions industries.

The Tax Cuts and Jobs Act (TCJA) contains sweeping changes that affect the entire financial institutions industry. These changes will impact numerous facets of your bank, including capital levels, bank earnings, strategic direction, investment strategy, and customer relationships. In order to capitalize on these changes (and maximize the benefit for your bank, shareholders, and customers), you should strive to have a thorough understanding of the TCJA and its many provisions. This topic will help you to fully understand the TCJA, and how the new tax law directly affects your bank, shareholders, and customers. Regardless of your entity structure (C corporation or S corporation), your asset size, your loan composition, or your strategic business and investment plans, this information will cover topics that should be on every banker's mind. Furthermore, this topic will explain how to utilize the new tax laws to your fullest advantage, in order to benefit your bank, your shareholders, and your customers.

Agenda

Faculty

Jason J. Wimmer

Jason J. Wimmer

Wipfli LLP

  • Financial Institutions Tax Partner at Wipfli LLP
  • Specializes in the taxation of banks and financial institutions
  • Presents at bank conventions, conducts webinars, writes articles, and writes blogs on banking topics
  • Master of Business Tax, University of Minnesota – Carlson School of Management; B.S. degree in accounting, St. Cloud State University
  • CPA and member of AICPA and MNCPA
  • Can be contacted at 651-766-2896 or [email protected]

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