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2026 Legislative Update
The rules and regulations governing IRAs, HSAs, and other tax favored savings accounts are constantly evolving, and can be challenging to keep up with. Rely on our industry experts to bring you up...
Action Plans for Troubled Credit
Recognizing that you have a troubled credit in your portfolio is traumatic enough. Having to deal with a declining relationship that may cause your bank a significant loss can create an outright...
Advanced Tax Return Analysis
Instructor will then cover corporate tax issues (business structure, section 179 depreciation, bonus depreciation), investments (capital gain/loss issues, and passive activities), real estate...
Basic Personal & Business Tax Return Analysis
Interpreting tax returns can be complex and intimidating. But it’s a critical skill for bank personnel involved in consumer, mortgage, and commercial lending. ? This session provides bankers with...