Tax Update for Financial Institutions


Stay-up-to date on compensation trends and federal and state tax changes that will impact an institution’s planning for year-end and the upcoming year. Explore tax reform changes impacting the deductibility of employment benefits and other expenses. Learn federal and state compliance and planning topics to gain a better understanding for successful execution.   

Learning Objectives:

  • Explore planning ideas related to recent federal and state tax changes
  • Learn about current compensation trends
  • Develop an improved understanding of select sections of tax reform


Kristine Hoeflin
Moss Adams

Kristine has worked in public accounting since 2003, working  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. Kristine is an active member of the firm’s corporate tax group, and regularly speaks with management teams and boards to coach them in understanding the tax impacts of accounting for various business plans.

Amy Jessup
Senior Manager
Moss Adams, LLP

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.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar:

This WiBinar is ideal for:

Controller, Vice President of Finance & Accounting, Senior Financial Specialist, Tax Specialist


Click here to register online