Join us for our 2023 Community Bank Tax Update! This webinar will provide an update of the latest tax regulations and issues commonly encountered by community banks. Our panel of experts will offer insights into the most pertinent developments and trends in the realm of bank taxation.
- Bank Tax Reporting Essentials: Gain comprehensive insights into the intricate nuances of bank tax reporting. Our experts will delve into the crucial strategies and best practices that facilitate tax compliance.
- Tax Law and IRS updates: We will address recent tax law legislation and give an update on the IRS plans for expansion of their staff.
- Navigating State Income Taxes: Navigate the complexities of state income taxes with the tools and knowledge provided by our speakers.
This webinar promises to be a valuable opportunity to stay current with the evolving landscape of community bank taxation.
Brandon works exclusively with YHB’s Financial Institutions Team and is an audit and tax leader. He regularly consults with clients on wide variety of tax matters facing financial institutions, including ASC 740 technical topics, tax credits, mergers and acquisitions, and income tax related disclosures.
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.
Jenny is a 2001 graduate of Old Dominion University where she earned her bachelor’s in both Accounting and Finance. Jenny joined the YHB Financial Institution team in October of 2017. Jenny’s experience includes all aspects of financial institution taxation compliance and consulting. Her unique combination of financial institution tax experience is an asset to the team.