Financial Institutions Live Training Conference

If you take only one industry-specific tax course, this is the one — consistently rated excellent by hundreds of attendees! Designed for comptrollers of financial institutions, their tax staff and their outside tax advisors, this course covers all the relevant issues and gives you a solid foundation in financial institution taxation. You'll be fully briefed on all current financial institution tax audit issues. You’ll be prepared to deal with financial institution tax issues once you're back on the job.

WHAT YOU'LL LEARN

Interactive sessions allow for maximum learning! This program uses a series of cases and examples to illustrate the material in a practical, lively, hands-on manner that wins high praise from attendees year after year. Get the insights, strategies and techniques to:

Avoid accrual of interest on loans in default
Maximize your interest expense deduction
Identify often overlooked deductions
Deal effectively with the IRS on current audit issues
Manage the timing of fee and interest income
Comply with the mark-to-market rules
Minimize exposure on deductibility of expenses
Consider whether your bank can elect S-corporation status
Avoid tax pitfalls common in the acquisition area
Compute maximum deductions under the reserve and charge off methods
Select the most favorable reserve recapture methods

And much more — from selecting the booking entity ... to rules governing interest and fee income ... to non-accrual loans, acquisitions

and the changing definition of bad debts.

Co-Sponsored by:

ABOUT THE FINANCIAL MANAGERS SOCIETY

The Financial Managers Society (FMS) is the only professional membership society devoted exclusively to the needs of finance & accounting professionals from banks, thrifts and credit unions. FMS offers career-enhancing education, specialized publications, national leadership opportunities, a voice in shaping regulations and accounting principles, and worldwide connections with other industry professionals. Learn more about FMS at www.fmsinc.org.

View Brochure

ORDER A COURSE NOTEBOOK:

All attendees will receive our conference notebook free of additional charge at the meeting.

Non-attendees may order notebooks and attendees may order additional copies. Save shipping & handling when you pre-pay! (Good in U.S., U.S. possessions, and Canada.) U.S. residents add appropriate sales tax. Canadian residents add appropriate GST. Be sure to include the conference title when ordering.

Order Notebook-CLICK HERE

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The information on this site was last updated: March 20, 2008

EEI Executive Enterprise Institute
Phone: (800) 831-8333
Fax: (800) 250-3861
Email: infoeei@nuco.com