Financial Services Group Tax Update

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Financial Services Group Tax Update

May 13 @ 1:00 pm - 2:00 pm

Join us on Thursday, May 13th for a free webcast designed to provide insight into tax credits and federal/state tax developments.. We’ll discuss how recent and proposed tax legislation will impact your financial institution and what tax planning opportunities are available.




Learning Objectives

  • Discuss how financial institutions and their customers may qualify for Employee Retention Credits
  • Provide guidance on how to compute and document the tax credit
  • Discuss the Supreme Court’s Wayfair decision and how it impacts income/franchise tax nexus
  • Recognize the various nexus standards developed by state and local tax jurisdictions and how they impact the financial services industry
  • Determine the options to mitigate tax exposure for prior years in which nexus was established but no tax return was filed
  • Discuss Biden Administration tax proposals
  • Provide tax planning opportunities in a rising tax rate environment

CPE Credit Information
Continuing Education: 1 CPE Credit Hour, Field of Study – Specialized Knowledge
Course Level: Basic
Delivery Method: Group Internet Based
Prerequisite: None
Advanced Preparation: None


May 13
1:00 pm - 2:00 pm