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M&A Tax Planning for the Regional Banking Sector

Financial institution merger and acquisition activity for 2024 is expected to easily eclipse the totals from last year, and that trend is projected to continue into 2025.  This session will explore key issues for financial institutions to consider in today’s environment, including due diligence considerations, executive compensation arrangements, optimizing post-merger state tax structure, transaction costs, termination of pension plans, and more.  We hope that you will join us for valuable insights into the tax implications surrounding the ever-increasing volume of M&A transactions.

 

Learning Objectives:

After this course, participants will be able to: identify M&A considerations; assess tax implications; optimize post-merger strategies.


1 hour of CPE will be offered for this webinar. Details on registration page.

Connect with our Speakers

Jamie Card
Theresa Raponi
Paul Fries May13 Small Uploaded

Jamie Card

Industry Leader, Financial Services & Partner

jcard@bonadio.com

Theresa Raponi

Partner

traponi@bonadio.com

 

Paul Fries

Partner

pfries@bonadio.com

Event Date

December 12th, 2024
12:00 pm - 1:00 pm

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