Compliance Update, Third Quarter 2022
Information Technology: Office of the Comptroller of the Currency (OCC) Points of Contact for Banks’ Computer-Security Incident Notifications Effective May 1, 2022, banks must use
July 1, 2022
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
IT Regulatory Landscape for Financial Institutions
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 ...
Read More →
Compliance Update, Second Quarter 2023
Community Reinvestment Act: Revision of Small and Intermediate Small Bank and Savings Association Asset Thresholds ...
Read More →
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 ...
Read More →
IT Update – VMware Reemerging Risks
The importance of keeping up to date with patching on your company’s network systems and ...
Read More →
Compliance Update, First Quarter 2023
Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, ...
Read More →
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 ...
Read More →
Tax Update – IRS Announces Increases to Standard Mileage Rates for Second Half of 2022
The Internal Revenue Service has announced increases in standard mileage rates for the final six months of 2022. The increases become effective July 1, 2022.
June 15, 2022
Windows Network File and Folder Permissions
It’s that time of year again where a review of your Windows Network file and folder permissions is being performed, and yet again, there appears
June 9, 2022
Suspicious Activity Reporting
Don’t Forget Your Follow-Up (and Board Reporting)! The Bank Secrecy Act was enacted in 1970. Since that time, the regulation has had many changes throughout
May 16, 2022
A&A Update – Troubled Debt Restructurings and Vintage Disclosures
IntroductionOn March 31, 2022, the Financial Accounting Standards Board (FASB) issued Accounting StandardsUpdate (ASU) 2022-02. The FASB’s objectives in issuing ASU 2022-02 are to improve
April 29, 2022
Compliance Update, Second Quarter 2022
Reserve Board (FRB) Releases Discussion Paper That Examines Pros and Cons of a Potential United States (US) Central Bank Digital Currency (CBDC)
March 30, 2022
Compliance Update, First Quarter 2022
Financial Crimes Enforcement Network (FinCEN) Releases Updated Advisory on Ransomware and the Use of the Financial System to Facilitate Ransom Payments FinCEN updated and replaced
February 7, 2022
Tax Update – Changes for Philadelphia Taxpayers
Philadelphia launches new Philadelphia Tax Center website. Philadelphia’s new website can be used by Philadelphia taxpayers beginning November 2021. The site is the best way
November 26, 2021
Compliance Update, Fourth Quarter 2021
Federal Financial Institutions Examination Council (FFIEC) Issues Guidance on Authentication and Access to Financial Institution Services and Systems The FFIEC, on behalf of its members,
October 6, 2021
Tax Update, PICPA Financial Institutions Conference 2021
Download/Print Resource Chuck Marston\’s presentation covers the following:
September 24, 2021
Most Popular:
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
IT Regulatory Landscape for Financial Institutions
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 ...
Read More →
Compliance Update, Second Quarter 2023
Community Reinvestment Act: Revision of Small and Intermediate Small Bank and Savings Association Asset Thresholds ...
Read More →
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 ...
Read More →
IT Update – VMware Reemerging Risks
The importance of keeping up to date with patching on your company’s network systems and ...
Read More →
Compliance Update, First Quarter 2023
Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, ...
Read More →
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 ...
Read More →
Industry Updates
Compliance Update, Third Quarter 2022
Information Technology: Office of the Comptroller of the Currency (OCC) Points of Contact for Banks’ Computer-Security Incident Notifications Effective May 1, 2022, banks must use
July 1, 2022
Industry Updates
Tax Update – IRS Announces Increases to Standard Mileage Rates for Second Half of 2022
The Internal Revenue Service has announced increases in standard mileage rates for the final six months of 2022. The increases become effective July 1, 2022.
June 15, 2022
Articles
Windows Network File and Folder Permissions
It’s that time of year again where a review of your Windows Network file and folder permissions is being performed, and yet again, there appears
June 9, 2022
Industry Updates
Suspicious Activity Reporting
Don’t Forget Your Follow-Up (and Board Reporting)! The Bank Secrecy Act was enacted in 1970. Since that time, the regulation has had many changes throughout
May 16, 2022
Industry Updates
A&A Update – Troubled Debt Restructurings and Vintage Disclosures
IntroductionOn March 31, 2022, the Financial Accounting Standards Board (FASB) issued Accounting StandardsUpdate (ASU) 2022-02. The FASB’s objectives in issuing ASU 2022-02 are to improve
April 29, 2022
Industry Updates
Compliance Update, Second Quarter 2022
Reserve Board (FRB) Releases Discussion Paper That Examines Pros and Cons of a Potential United States (US) Central Bank Digital Currency (CBDC)
March 30, 2022
Industry Updates
Compliance Update, First Quarter 2022
Financial Crimes Enforcement Network (FinCEN) Releases Updated Advisory on Ransomware and the Use of the Financial System to Facilitate Ransom Payments FinCEN updated and replaced
February 7, 2022
Industry Updates
Tax Update – Changes for Philadelphia Taxpayers
Philadelphia launches new Philadelphia Tax Center website. Philadelphia’s new website can be used by Philadelphia taxpayers beginning November 2021. The site is the best way
November 26, 2021
Industry Updates
Compliance Update, Fourth Quarter 2021
Federal Financial Institutions Examination Council (FFIEC) Issues Guidance on Authentication and Access to Financial Institution Services and Systems The FFIEC, on behalf of its members,
October 6, 2021
Presentations
Tax Update, PICPA Financial Institutions Conference 2021
Download/Print Resource Chuck Marston\’s presentation covers the following:
September 24, 2021
Most Popular:
Resources
- All
- Articles
- Industry Updates
- News Releases
- Nonprofit Resources
- Podcast
- Presentations
- Tax Preparation and Planning
- Video Industry Updates
- White Papers
IT Regulatory Landscape for Financial Institutions
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 ...
Read More →
Compliance Update, Second Quarter 2023
Community Reinvestment Act: Revision of Small and Intermediate Small Bank and Savings Association Asset Thresholds ...
Read More →
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 ...
Read More →
IT Update – VMware Reemerging Risks
The importance of keeping up to date with patching on your company’s network systems and ...
Read More →
Compliance Update, First Quarter 2023
Changes to Home Mortgage Disclosure Act (HMDA)’s Closed-end Loan Reporting Threshold On September 23, 2022, ...
Read More →
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 ...
Read More →
Industry Updates
Compliance Update, Third Quarter 2022
Information Technology: Office of the Comptroller of the Currency (OCC) Points of Contact for Banks’ Computer-Security Incident Notifications Effective May 1, 2022, banks must use
July 1, 2022
Industry Updates
Tax Update – IRS Announces Increases to Standard Mileage Rates for Second Half of 2022
The Internal Revenue Service has announced increases in standard mileage rates for the final six months of 2022. The increases become effective July 1, 2022.
June 15, 2022
Articles
Windows Network File and Folder Permissions
It’s that time of year again where a review of your Windows Network file and folder permissions is being performed, and yet again, there appears
June 9, 2022
Industry Updates
Suspicious Activity Reporting
Don’t Forget Your Follow-Up (and Board Reporting)! The Bank Secrecy Act was enacted in 1970. Since that time, the regulation has had many changes throughout
May 16, 2022
Industry Updates
A&A Update – Troubled Debt Restructurings and Vintage Disclosures
IntroductionOn March 31, 2022, the Financial Accounting Standards Board (FASB) issued Accounting StandardsUpdate (ASU) 2022-02. The FASB’s objectives in issuing ASU 2022-02 are to improve
April 29, 2022
Industry Updates
Compliance Update, Second Quarter 2022
Reserve Board (FRB) Releases Discussion Paper That Examines Pros and Cons of a Potential United States (US) Central Bank Digital Currency (CBDC)
March 30, 2022
Industry Updates
Compliance Update, First Quarter 2022
Financial Crimes Enforcement Network (FinCEN) Releases Updated Advisory on Ransomware and the Use of the Financial System to Facilitate Ransom Payments FinCEN updated and replaced
February 7, 2022
Industry Updates
Tax Update – Changes for Philadelphia Taxpayers
Philadelphia launches new Philadelphia Tax Center website. Philadelphia’s new website can be used by Philadelphia taxpayers beginning November 2021. The site is the best way
November 26, 2021
Industry Updates
Compliance Update, Fourth Quarter 2021
Federal Financial Institutions Examination Council (FFIEC) Issues Guidance on Authentication and Access to Financial Institution Services and Systems The FFIEC, on behalf of its members,
October 6, 2021
Presentations
Tax Update, PICPA Financial Institutions Conference 2021
Download/Print Resource Chuck Marston\’s presentation covers the following:
September 24, 2021