Episodes

  • Evolving M and A Landscape: Regulatory Changes, AI, and Tariff Impacts in US Banking

    Evolving M and A Landscape: Regulatory Changes, AI, and Tariff Impacts in US Banking
    Jun 18 2025
    Listen as our leaders discuss the regulatory changes, the role of AI, and the impact of tariffs on the market.
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    17 mins
  • Current state and future trends in US banking M and A

    Current state and future trends in US banking M and A
    May 15 2025
    In this episode we discuss the state of M&A within the banking industry and how tax departments should prepare.
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    19 mins
  • Banking on Change: IRS and Treasury Transformations Unveiled

    Banking on Change: IRS and Treasury Transformations Unveiled
    Apr 14 2025
    Exploring the recent transformations within the IRS and Treasury Department
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    32 mins
  • Navigating Tariffs: Insights and Strategies for the Trump 2.0 Trade Landscape

    Navigating Tariffs: Insights and Strategies for the Trump 2.0 Trade Landscape
    Jan 15 2025
    Discover the fundamentals of tariff assessments and explore how tariffs might be implemented.
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    23 mins
  • Streamlining Tax Processes: Apportionment Automation in Banking

    Streamlining Tax Processes: Apportionment Automation in Banking
    Nov 18 2024
    In this episode we discuss how automation can streamline apportionment processes, enhance auditability and improve tax planning.
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    20 mins
  • Navigating Transfer Pricing: Insights and Strategies for State Tax Compliance

    Navigating Transfer Pricing: Insights and Strategies for State Tax Compliance
    Oct 10 2024
    During this episode we dive into the complexities of transfer pricing under IRC Section 482 and its impact on state income and franchise taxes.
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    24 mins
  • Managing Employee Benefits and Tax Planning

    Managing Employee Benefits and Tax Planning
    Oct 10 2024
    In this episode we explore approaches for banks to manage benefits and tax planning.
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    13 mins
  • The Evolution and Impact of Incentive Compensation Rules

    The Evolution and Impact of Incentive Compensation Rules
    Jun 20 2024
    In this episode the discussion of how incentive-based compensation rules are seeking to mitigate risk within the banking industry.
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    23 mins