Resources

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Industry Updates
News Releases
Nonprofit Resources
Presentations
Tax Preparation and Planning
Video Industry Updates
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IT Regulatory Landscape for Financial Institutions

April 26, 2023

The Federal Trade Commission (FTC) Safeguards Rule will receive some regulatory attention as the extended compliance deadline of June 2023 is fast approaching. The Safeguards Rule does not apply to banks but to non-banking financial institutions, such as mortgage brokers, motor vehicle dealers, and payday lenders, to develop, implement, and maintain a comprehensive security program to keep their customers’ information safe.

Compliance Update, Second Quarter 2023

March 31, 2023

Community Reinvestment Act: Revision of Small and Intermediate Small Bank and Savings Association Asset Thresholds …

Tax Update – Pennsylvania e-Tides to Shut Down as of February 24, 2023

February 22, 2023

The Pennsylvania Department of Revenue, continuing their transition to the new myPATH site (see our …

IT Update – VMware Reemerging Risks

February 8, 2023

The importance of keeping up to date with patching on your company’s network systems and …

Compliance Update, First Quarter 2023

January 5, 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

December 27, 2022

The Consolidated Appropriations Act of 2021 (the “Act”) temporarily increased the allowable tax deduction for …

Industry Updates

IT Regulatory Landscape for Financial Institutions

April 26, 2023

Compliance Update, Second Quarter 2023

Community Reinvestment Act: Revision of Small and Intermediate Small Bank and Savings Association Asset Thresholds On December 29, 2022, the Office of the Comptroller of

March 31, 2023

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 December 1, 2022, Tax Update), will be retiring the e-TIDES

February 22, 2023

IT Update – VMware Reemerging Risks

The importance of keeping up to date with patching on your company’s network systems and applications cannot be understated. This applies especially to any internet-facing

February 8, 2023

Compliance Update, First Quarter 2023

Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, the United States District Court for the District of Columbia

January 5, 2023

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 certain business meals from 50 percent to 100 percent. Taxpayers

December 27, 2022

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 withholding by a PA employer must estimate and pay personal

December 15, 2022

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 retired and no longer be the online resource for electronically

December 2, 2022

Industry Updates

Compliance Update, Fourth Quarter 2022

Supervisory Guidance on Multiple Re-Presentment Non-Sufficient Funds (NSF) Fees The Federal Deposit Insurance Corporation (FDIC) is issuing guidance to FDIC-supervised institutions to address certain consumer

September 29, 2022

Industry Updates

Tax Update – Inflation Reduction Act of 2022 Passed – Includes Stock Buyback Excise Tax and Corporate AMT

On August 16, 2022, President Biden signed the Inflation Reduction Act of 2022 (the “IRA”) into law. The IRA is a huge bill with provisions

August 17, 2022

Resources

All
Articles
Industry Updates
News Releases
Nonprofit Resources
Presentations
Tax Preparation and Planning
Video Industry Updates
White Papers

Industry Updates

IT Regulatory Landscape for Financial Institutions

April 26, 2023

Compliance Update, Second Quarter 2023

March 31, 2023

Community Reinvestment Act: Revision of Small and Intermediate Small Bank and Savings Association Asset Thresholds …

Tax Update – Pennsylvania e-Tides to Shut Down as of February 24, 2023

February 22, 2023

The Pennsylvania Department of Revenue, continuing their transition to the new myPATH site (see our …

IT Update – VMware Reemerging Risks

February 8, 2023

The importance of keeping up to date with patching on your company’s network systems and …

Compliance Update, First Quarter 2023

January 5, 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

December 27, 2022

The Consolidated Appropriations Act of 2021 (the “Act”) temporarily increased the allowable tax deduction for …

Industry Updates

IT Regulatory Landscape for Financial Institutions

April 26, 2023

Compliance Update, Second Quarter 2023

Community Reinvestment Act: Revision of Small and Intermediate Small Bank and Savings Association Asset Thresholds On December 29, 2022, the Office of the Comptroller of

March 31, 2023

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 December 1, 2022, Tax Update), will be retiring the e-TIDES

February 22, 2023

IT Update – VMware Reemerging Risks

The importance of keeping up to date with patching on your company’s network systems and applications cannot be understated. This applies especially to any internet-facing

February 8, 2023

Compliance Update, First Quarter 2023

Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, the United States District Court for the District of Columbia

January 5, 2023

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 certain business meals from 50 percent to 100 percent. Taxpayers

December 27, 2022

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 withholding by a PA employer must estimate and pay personal

December 15, 2022

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 retired and no longer be the online resource for electronically

December 2, 2022

Industry Updates