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In this webinar, our professionals discuss the latest developments in R&D and other various federal and state tax credits, intricate state tax nexus rules, and the latest updates affecting the financial services industry.
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For more information on the content of this webinar or other Financial Service compliance matters, contact a member of our team.
The information provided in this communication is of a general nature and should not be considered professional advice. You should not act upon the information provided without obtaining specific professional advice. The information above is subject to change. No CPE credit will be issued for viewing the replay.
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In anticipation of the US presidential administration transition, this webinar covers a variety of topics including expiring TCJA provisions, accounting methods, individual, trust, and estate tax implications, international tax, and tariffs and trade.
The FFIEC has updated its IT examination guidelines, expanding the Development, Acquisition, and Maintenance (DA&M) booklet and retiring the Cybersecurity Assessment Tool (CAT) by August 31, 2025. Financial institutions must now enhance IT risk management and adopt alternative cybersecurity frameworks like NIST 2.0 and CISA Cybersecurity Performance Goals to stay compliant.
