The One Big Beautiful Bill (OBBB) introduces provisions that will reshape compliance, lending practices, and tax considerations for financial institutions. From updated reporting requirements to opportunities within credit programs, these changes present both risks and advantages for banks, credit unions, and other financial service providers. Join YHB as we highlight the most relevant sections of the bill, explain what executives and compliance leaders need to know, and share strategies to remain competitive while ensuring regulatory alignment. This session is designed for CEOs, CFOs, controllers, and compliance officers across the financial services sector.
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Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters.
Joe is a tax leader in our Baltimore office with over 17 years of experience reviewing and preparing a variety of federal and state tax returns. Joe provides auditing and accounting services to financial institutions. He specializes in accounting for income taxes including assisting businesses with the creation and maintenance of income tax calculation spreadsheets.
