Year-End Tax Planning

W317040210 Year-End Planning
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Time:
10:00 AM-11:00 AM PST
November 14, 2017
 
Speaker:
Kristine Hoeflin
Partner
Moss Adams LLP

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Amy Jessup
Tax Senior Manager
Moss Adams LLC
 
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Speaker Bios

Kristine Hoeflin
Partner
Moss Adams LLP
Kristine leads Moss Adams LLP’s Financial Services Tax Group, and serves over 50 community banks throughout the year. She regularly speaks with management teams and boards to coach them in understanding and accounting for the tax impacts of various business plans. Her experience includes research and planning, income tax provision and return compliance, tax accounting for mergers and acquisitions, and representation of taxpayers before taxing agencies.

Amy Jessup
Tax Senior Manager
Moss Adams LLP
Amy has practiced public accounting since 1997. She provides tax consulting and compliance services to financial institutions and is a member of the firm’s SEC and corporate finance practice. Amy works closely with financial institution clients in reviewing and monitoring their current and deferred tax positions and valuation allowance positions. She frequently assists with planning and calculations related to the tax implications of stock compensation, merger and acquisition accounting, changes in control, uncertain tax positions, and Section 382 analyses.  

 



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Registration Includes:
*Up to 4 log-ins from the same bank or firm.
 
After 4 log-ins, you may incur additional fees.
 
WiBinar Code:
W317040210
Overview:

It is important to keep new regulations top of mind when planning for tax season. In this WiBinar, discussion will include recent trends in IRS and state audit activity. In addition, the presentation will address the implications of a tax rate change on banks’ financial statements this year and in the future.
 
Learning Objectives:
 
  • Review tax law changes applicable to 2017 
     
  • Explore the summary of changes impacting GAAP financial statements and tax return reporting
     
  • Acquire knowledge for planning opportunities for year-end and the upcoming year
     
 
This WiBinar is ideal for: 
 
Chief Financial Officers, Accountants, Controllers, Financial Analysts, Internal Auditors, Treasury Managers & Analysts

 
CPE Credits:
 
1 CPE Credit

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When
11/14/2017 - 11/14/2017
Where
Webinar, United States
PLEASE BE SURE TO INCLUDE THE EMAIL ADDRESS FOR ANY NEW CONTACTS YOU'RE REGISTERING FOR THE EVENT.  THANK YOU!

Program


Date Not Specified

 
Season Pass/WiBinar Passport discount will be automatically applied.
Not specified

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Pricing ForThru 01/01After 01/01
Bank Member$195.00$195.00
Bank Nonmember$249.00$249.00
Associate Member$195.00$195.00
Associate Nonmember$249.00$249.00
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