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Recent Insights
Notice for Your Customers: New IRS Bulletin Warns of Security Threats
Reading Time: 3 minutes In an effort to help satisfy your bank’s annual requirement to educate customers, we wanted to share the following IRS bulletin to easily post on …
Read moreNotice for Your Customers: New IRS Bulletin Warns of Security Threats
Guidance for Correct DOEP Procedures Post M&A
Reading Time: 3 minutes By: Heather Campbell, CIA Many banks seek guidance for what happens to the Designation of Exempt Person (DOEP) forms following mergers/acquisitions (M&A). Compiled below are …
Summary of New SBA Forgiveness FAQs
Reading Time: 4 minutes In response to questions and requests for clarification surrounding Paycheck Payment Program (PPP) Loan Forgiveness, the Small Business Administration (SBA) released ten pages of Frequently …
