Year-End Tax Update for Financial Institutions

Presented on:
December 11, 2018 10:00 AM PT
1 hour

As the year comes to a close, it’s an ideal time to review the important tax updates that occurred.

In this on-demand webcast, we summarize the changes that have taken place since tax reform was passed, answer questions you might have, and discuss the challenges and opportunities that recent tax changes present for your bank.



Kristine Hoeflin, Partner, Moss Adams

Kristine leads Moss Adams LLP’s Financial Services Tax Group. She serves over 50 community banks throughout the year, ranging in size from de novo to multi-billion-dollar public companies. She regularly speaks with management teams and boards to coach them in understanding and accounting for the tax impacts of various business plans.

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.

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