Join Kathy Herbig, Cherry Bekaert’s Financial Institutions Tax Leader, for an insightful presentation unpacking the latest tax legislative updates, curated specifically for financial institutions. Together, we will discuss the latest developments in federal tax legislation affecting banks and credit unions following the inauguration of the Trump administration and the passing of the “One Big Beautiful Bill Act” tax package. This session will equip you and your financial institution with the knowledge to make informed decisions regarding recent tax legislative developments and identify potential strategic opportunities. 

Learning Outcomes:

• Discuss the passing of the “One Big Beautiful Bill Act” and specific provisions directly impacting financial institutions  
• Uncover potential strategic tax opportunities for financial institutions to consider  
• Learn about the predicted future implications of the current tax landscape