Tax Update: Key Changes and Implications for Institutions

Presented on:
October 22, 2020 10:00 AM PT
1 hour

Changes and new opportunities related to federal and state tax laws will likely impact your bank’s planning for year-end 2020 and the year to come.

Join us for an on-demand webcast addressing key tax trends and revisions, potential implications for your financial institution, federal and state compliance and planning topics, and more.

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Kristine Hoeflin, Partner, Moss Adams

Kristine has worked in public accounting since 2003. She has worked with a wide range of clients, from start-up organizations to large consolidated public companies. Her experience includes research and planning on individual and corporate tax issues, developing various tax planning strategies, tax accounting for mergers and acquisitions, Section 382 consulting, and representation of taxpayers before the Internal Revenue Service and state taxing agencies. She also reviews tax returns and tax-related disclosures on financial statements for public and private companies.

Amy Jessup, Senior Manager, Moss Adams

Amy has practiced public accounting since 1997. She provides tax consulting and compliance services to financial institutions and professional service firms and is a member of the firm’s SEC and corporate finance practice. Amy has a strong technical understanding of corporation, S-corporation, partnership, and individual tax matters, and she 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 IRC Section 382 analyses.

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