Presentations
Tax Update, PICPA Financial Institutions Conference 2021
Download/Print Resource Chuck Marston\’s presentation covers the following:
September 24, 2021
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – Pennsylvania e-Tides to Shut Down as of February 24, 2023
The Pennsylvania Department of Revenue, continuing their transition to the new myPATH site (see our …
IT Update – VMware Reemerging Risks
The importance of keeping up to date with patching on your company’s network systems and …
Compliance Update, First Quarter 2023
Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, …
Tax Update – Tax Deduction for Business Meals Back to 50 Percent Beginning January 1, 2023
The Consolidated Appropriations Act of 2021 (the “Act”) temporarily increased the allowable tax deduction for …
Tax Update – Pennsylvania Requires Electronic Tax Payments for Amounts Greater than $15,000
Any individual who expects to receive more than $8,000 of Pennsylvania-taxable income not subject to …
Tax Update – Pennsylvania e-Tides Completely Replaced by New myPATH Online Services
Starting November 30, 2022, the Pennsylvania Department of Revenue (DOR) online system, e-TIDES, will be …
Tax Update, PICPA Financial Institutions Conference 2020
Download/Print Resource In this presentation, Chuck Marston covers: CARES Act – NOLs, AMT credits, payroll tax credits, qualified improvement property, and more SECURE Act – Retirement
September 23, 2020
Tax Update for Financial Institutions, 2019 PICPA Financial Institutions Conference
Download/Print Resource Chuck Marston\’s presentation covers the following: TCJA issues faced by financial institutions in 2018 Update on tax issues and trends in the
September 19, 2019
Tax Update for Financial Institutions, FMS All-Day Seminar 2019
This presentation covers the three most impactful business tax changes of the TJCA; depreciation changes; NOL rules; meals and entertainment, BOLI; AMT credits; plus accounting
May 24, 2019
Tax Reform – A Banking Perspective
Key revisions and additions to corporate and individual tax items [pdf-embedder url=\”/wp-content/uploads/2018/06/C-Marston_Tax-Reform_5-20-18.pdf\” title=\”C Marston_Tax Reform_5 20 18\”]
May 20, 2018
Tax Reform Impact on Financial Institutions – Audio Conference
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]While nothing has yet been passed into
April 6, 2016
Disallowed Deferred Tax Assets Under Basel III
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]The Basel III rules that went into
February 1, 2015
S Corporation Update, PICPA Tax Conference 2014
S corp overview; NII tax; late election relief; self-employment tax proposals; S Corporation Permanent Tax Relief Act of 2014 [pdf-embedder url=\”/wp-content/uploads/2018/06/C-Marston_S-Corp-Update_PICPA.pdf\” title=\”C Marston_S Corp Update_PICPA\”]
December 10, 2014
Required Changes to Tax Allocation Agreements
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]In this Industry Update, we review the
August 31, 2014
New Ohio Financial Institutions Tax
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]Who will be affected by the new
October 6, 2013
Most Popular:
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – Pennsylvania e-Tides to Shut Down as of February 24, 2023
The Pennsylvania Department of Revenue, continuing their transition to the new myPATH site (see our …
IT Update – VMware Reemerging Risks
The importance of keeping up to date with patching on your company’s network systems and …
Compliance Update, First Quarter 2023
Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, …
Tax Update – Tax Deduction for Business Meals Back to 50 Percent Beginning January 1, 2023
The Consolidated Appropriations Act of 2021 (the “Act”) temporarily increased the allowable tax deduction for …
Tax Update – Pennsylvania Requires Electronic Tax Payments for Amounts Greater than $15,000
Any individual who expects to receive more than $8,000 of Pennsylvania-taxable income not subject to …
Tax Update – Pennsylvania e-Tides Completely Replaced by New myPATH Online Services
Starting November 30, 2022, the Pennsylvania Department of Revenue (DOR) online system, e-TIDES, will be …
Presentations
Tax Update, PICPA Financial Institutions Conference 2021
Download/Print Resource Chuck Marston\’s presentation covers the following:
September 24, 2021
Tax Update, PICPA Financial Institutions Conference 2020
Download/Print Resource In this presentation, Chuck Marston covers: CARES Act – NOLs, AMT credits, payroll tax credits, qualified improvement property, and more SECURE Act – Retirement
September 23, 2020
Tax Update for Financial Institutions, 2019 PICPA Financial Institutions Conference
Download/Print Resource Chuck Marston\’s presentation covers the following: TCJA issues faced by financial institutions in 2018 Update on tax issues and trends in the
September 19, 2019
Tax Update for Financial Institutions, FMS All-Day Seminar 2019
This presentation covers the three most impactful business tax changes of the TJCA; depreciation changes; NOL rules; meals and entertainment, BOLI; AMT credits; plus accounting
May 24, 2019
Tax Reform – A Banking Perspective
Key revisions and additions to corporate and individual tax items [pdf-embedder url=\”/wp-content/uploads/2018/06/C-Marston_Tax-Reform_5-20-18.pdf\” title=\”C Marston_Tax Reform_5 20 18\”]
May 20, 2018
Tax Reform Impact on Financial Institutions – Audio Conference
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]While nothing has yet been passed into
April 6, 2016
Disallowed Deferred Tax Assets Under Basel III
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]The Basel III rules that went into
February 1, 2015
S Corporation Update, PICPA Tax Conference 2014
S corp overview; NII tax; late election relief; self-employment tax proposals; S Corporation Permanent Tax Relief Act of 2014 [pdf-embedder url=\”/wp-content/uploads/2018/06/C-Marston_S-Corp-Update_PICPA.pdf\” title=\”C Marston_S Corp Update_PICPA\”]
December 10, 2014
Required Changes to Tax Allocation Agreements
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]In this Industry Update, we review the
August 31, 2014
New Ohio Financial Institutions Tax
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]Who will be affected by the new
October 6, 2013
Most Popular:
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
Tax Update – Pennsylvania e-Tides to Shut Down as of February 24, 2023
The Pennsylvania Department of Revenue, continuing their transition to the new myPATH site (see our …
IT Update – VMware Reemerging Risks
The importance of keeping up to date with patching on your company’s network systems and …
Compliance Update, First Quarter 2023
Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, …
Tax Update – Tax Deduction for Business Meals Back to 50 Percent Beginning January 1, 2023
The Consolidated Appropriations Act of 2021 (the “Act”) temporarily increased the allowable tax deduction for …
Tax Update – Pennsylvania Requires Electronic Tax Payments for Amounts Greater than $15,000
Any individual who expects to receive more than $8,000 of Pennsylvania-taxable income not subject to …
Tax Update – Pennsylvania e-Tides Completely Replaced by New myPATH Online Services
Starting November 30, 2022, the Pennsylvania Department of Revenue (DOR) online system, e-TIDES, will be …
Presentations
Tax Update, PICPA Financial Institutions Conference 2021
Download/Print Resource Chuck Marston\’s presentation covers the following:
September 24, 2021
Tax Update, PICPA Financial Institutions Conference 2020
Download/Print Resource In this presentation, Chuck Marston covers: CARES Act – NOLs, AMT credits, payroll tax credits, qualified improvement property, and more SECURE Act – Retirement
September 23, 2020
Tax Update for Financial Institutions, 2019 PICPA Financial Institutions Conference
Download/Print Resource Chuck Marston\’s presentation covers the following: TCJA issues faced by financial institutions in 2018 Update on tax issues and trends in the
September 19, 2019
Tax Update for Financial Institutions, FMS All-Day Seminar 2019
This presentation covers the three most impactful business tax changes of the TJCA; depreciation changes; NOL rules; meals and entertainment, BOLI; AMT credits; plus accounting
May 24, 2019
Tax Reform – A Banking Perspective
Key revisions and additions to corporate and individual tax items [pdf-embedder url=\”/wp-content/uploads/2018/06/C-Marston_Tax-Reform_5-20-18.pdf\” title=\”C Marston_Tax Reform_5 20 18\”]
May 20, 2018
Tax Reform Impact on Financial Institutions – Audio Conference
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]While nothing has yet been passed into
April 6, 2016
Disallowed Deferred Tax Assets Under Basel III
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]The Basel III rules that went into
February 1, 2015
S Corporation Update, PICPA Tax Conference 2014
S corp overview; NII tax; late election relief; self-employment tax proposals; S Corporation Permanent Tax Relief Act of 2014 [pdf-embedder url=\”/wp-content/uploads/2018/06/C-Marston_S-Corp-Update_PICPA.pdf\” title=\”C Marston_S Corp Update_PICPA\”]
December 10, 2014
Required Changes to Tax Allocation Agreements
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]In this Industry Update, we review the
August 31, 2014
New Ohio Financial Institutions Tax
[vc_row type=\”in_container\” full_screen_row_position=\”middle\” scene_position=\”center\” text_color=\”dark\” text_align=\”left\” overlay_strength=\”0.3\” shape_divider_position=\”bottom\”][vc_column column_padding=\”no-extra-padding\” column_padding_position=\”all\” background_color_opacity=\”1\” background_hover_color_opacity=\”1\” column_shadow=\”none\” column_border_radius=\”none\” width=\”1/1\” tablet_text_alignment=\”default\” phone_text_alignment=\”default\” column_border_width=\”none\” column_border_style=\”solid\”][vc_column_text]Who will be affected by the new
October 6, 2013