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Tax Planning in Community Banking

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Manage episode 461654206 series 3483726
Content provided by Midwestern Securities. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Midwestern Securities or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Join us for this episode of Banking On Growth, where host Mike Graham welcomes Wes Johnson, CPA from Forvis Mazars. In this insightful discussion, we explore the evolving landscape of community banking, particularly in light of recent political changes and their implications for tax planning. Wes shares his expertise on the Tax Cuts and Jobs Act, accelerated depreciation strategies, and fintech's growing influence in banking operations.
As we navigate through topics such as potential tax legislation under a Republican administration and the importance of strategic planning for community banks, you'll gain valuable insights into how these factors can shape the future of financial institutions.
Whether you're a banker, investor, or simply interested in the financial sector, this episode is packed with essential information to help you understand the current trends and challenges in community banking.
Don't miss out—tune in now to stay informed and empowered in your financial journey!
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The information set forth in this presentation contains the analysis and conclusions of the author(s) based upon his/her/their research and analysis of industry information and legal authorities. Such analysis and conclusions should not be deemed opinions or conclusions by Forvis Mazars or the author(s) as to any individual situation as situations are fact-specific. The reader should perform their own analysis and form their own conclusions regarding any specific situation. Further, the author(s)’ conclusions may be revised without notice with or without changes in industry information and legal authorities.
Contact
Forvis Mazars
Wes Johnson
Director
P: 217.429.2411
[email protected]
--------

Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999
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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC

  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 461654206 series 3483726
Content provided by Midwestern Securities. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Midwestern Securities or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Join us for this episode of Banking On Growth, where host Mike Graham welcomes Wes Johnson, CPA from Forvis Mazars. In this insightful discussion, we explore the evolving landscape of community banking, particularly in light of recent political changes and their implications for tax planning. Wes shares his expertise on the Tax Cuts and Jobs Act, accelerated depreciation strategies, and fintech's growing influence in banking operations.
As we navigate through topics such as potential tax legislation under a Republican administration and the importance of strategic planning for community banks, you'll gain valuable insights into how these factors can shape the future of financial institutions.
Whether you're a banker, investor, or simply interested in the financial sector, this episode is packed with essential information to help you understand the current trends and challenges in community banking.
Don't miss out—tune in now to stay informed and empowered in your financial journey!
--------
The information set forth in this presentation contains the analysis and conclusions of the author(s) based upon his/her/their research and analysis of industry information and legal authorities. Such analysis and conclusions should not be deemed opinions or conclusions by Forvis Mazars or the author(s) as to any individual situation as situations are fact-specific. The reader should perform their own analysis and form their own conclusions regarding any specific situation. Further, the author(s)’ conclusions may be revised without notice with or without changes in industry information and legal authorities.
Contact
Forvis Mazars
Wes Johnson
Director
P: 217.429.2411
[email protected]
--------

Follow us for more financial insights:
Facebook: https://www.facebook.com/midwesternsecurities
LinkedIn: https://www.linkedin.com/company/midwesternsecurities
Website: https://midwesternsecurities.com/
YouTube: www.youtube.com/@midwesternsecurities1999
-----
Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
Member FINRA/SIPC

  continue reading

29 episodes

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