Please join us for our 2021 Community Bank Tax Update. During this webinar we will focus on tax laws and issues most commonly found in community banks. We will also provide an update on relevant changes and trends in bank taxation.
We will be featuring topics on:
- Bank Tax Reporting
- Frequently Asked Questions
- State Income Taxes
Brandon is an audit leader for the bank team. He regularly prepares audit and accounting updates for the team. Brandon has worked exclusively for the bank team since graduating from Virginia Tech performing external audits, internal audits, bank tax services and SOX consulting.
David joined Yount Hyde and Barbour in 1999 after graduating from West Virginia University with a B.S.B.A. degree. A tax specialist who works in depth with his clients, his focus is on banks and closely held businesses of any size. Offering an extensive array of services, he is a trained business mentor and coach, providing advanced levels of strategic planning for owners and managers, consulting with management on a variety of critical business decisions.
Joe is a Tax Partner in our Baltimore office with over 17 years of experience reviewing and preparing a variety of federal and state tax returns. He has a bachelor’s degree from Georgetown University and a Master of Business Administration degree with an accounting concentration from Loyola University Maryland. Joe provides auditing and accounting services to engineering firms and financial institutions.
Shelley has worked exclusively on the bank team since joining YHB. Shelley’s experience includes all aspects of bank taxation compliance and consulting. Shelley’s unique combination of bank audit and tax experience is an asset to the team. Shelley is a graduate of Shepherd University and regularly leads bank tax training for our staff and clients.
Jennifer is a 2001 graduate of Old Dominion University where she earned her bachelor’s in both Accounting and Finance. She later became a Certified Public Accountant in 2004. Jennifer joined the YHB Community Bank Team in October of 2017. Prior to joining YHB, her career spanned from working with non-profits to her current specialty in working with Community Banks. Jennifer’s experience includes all aspects of bank taxation compliance and consulting.