For individuals considering their financial legacy, several provisions of the Tax Cuts and Jobs Act (TCJA) unlock new estate planning and gifting opportunities. Under the TCJA, the maximum federal estate…
Recent Insights
Will You Be Able to Deduct Mortgage & Home Equity Loan Interest in 2018?
Almost 33 million Americans claimed home loan-related deductions in 2016, but fewer homeowners may be able to reap such benefits in 2018 due to tax reform changes. The final version…
IRS Guidance Clarifies Tax Reform’s New Repatriation Requirement
Trillions of dollars’ worth of company earnings held offshore will soon be repatriated for U.S. taxation, under the new Section 965 transition tax contained in the Tax Cuts and Jobs…
HMDA Changes are Here. Is Your Financial Institution Ready to Comply?
The Home Mortgage Disclosure Act (HMDA) has long been a focus of Fair Lending compliance examinations since it was enacted by Congress in 1975. A new push by federal regulators…
Corporate Credit Cards: Pros, Cons & Cautions [Infographic]
Credit cards can help companies streamline their purchasing and spending, but they don’t come without a few drawbacks. Consider these pros, cons and cautions to make sure you’re maximizing the…