Épisodes

  • OB3 Banking Insights: Auto loan reporting - transitional relief to proposed regulations

    OB3 Banking Insights: Auto loan reporting - transitional relief to proposed regulations
    Mar 9 2026
    While the industry recently benefited from the transitional breather provided in October, the Treasury and IRS rang in the New Year by dropping Proposed Regulations on December 31. These new rules inform operational priorities for bank tax operations.
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    15 min
  • OB3 Banking Insights: Navigating Trump Accounts for Minors

    OB3 Banking Insights: Navigating Trump Accounts for Minors
    Feb 5 2026
    Introducing a new type of savings account for eligible minors, known as Trump Accounts.
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    22 min
  • OB3 Banking Insights: IRS Notice 2025-71 and Agricultural Loan Income Exclusions

    OB3 Banking Insights: IRS Notice 2025-71 and Agricultural Loan Income Exclusions
    Jan 5 2026
    In this episode we break down guidance that relates to IRC Section 139L, which creates an exclusion from income for interest received by qualified lenders on certain agricultural real estate loans.
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    17 min
  • Banking on Efficiency: The Rise of Managed Tax Services

    Banking on Efficiency: The Rise of Managed Tax Services
    Nov 19 2025
    Form-ing a new path in bank R and D credits?
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    15 min
  • Banking on Efficiency: The Rise of Managed Tax Services

    Banking on Efficiency: The Rise of Managed Tax Services
    Nov 13 2025
    Examine the evolution of managed services, its benefits, and challenges, as well as the role of technology in shaping its future in the banking industry.
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    31 min
  • OB3 Banking Insights: Section 174 Changes and the Impact on R and D Expenses

    OB3 Banking Insights: Section 174 Changes and the Impact on R and D Expenses
    Nov 7 2025
    Explanation of the impact of the OB3 legislation on R&D expenses in the banking industry.
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    19 min
  • Evolving M&A Landscape: Regulatory Changes, AI, and Tariff Impacts in US Banking

    Evolving M&A Landscape: Regulatory Changes, AI, and Tariff Impacts in US Banking
    Nov 6 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 min
  • OB3 insights: Navigating charitable contribution changes in banking

    OB3 insights: Navigating charitable contribution changes in banking
    Oct 30 2025
    Navigating OB3 charitable contribution changes in banking.
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    21 min