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Recent Insights
TEFRA Revisited: Be Careful to Consider Tax Implications
Reading Time: < 1 minuteAs we’re preparing tax returns, we’ve noticed a lot more activity in non-bank-qualified bonds. As you’re pricing these bonds, you’ll want to take into consideration …
Read moreTEFRA Revisited: Be Careful to Consider Tax Implications
Uptick in Community Bank Fraud Requires High Alert Right Now
Reading Time: 2 minutesStatistics indicate that fraud has accelerated for community banks recently, and the uncertainty surrounding the impacts of the pandemic and election results seem to be …
Read moreUptick in Community Bank Fraud Requires High Alert Right Now
Estate Tax Planning: Possible Changes Ahead
Reading Time: 2 minutesNo matter what the presidential outcome, there was never any question that the outlook for estate tax planning would be different in 2021. How much …
