| DATE |
|
LOCATION |
|
PROGRAM |
| 08/25/10 |
|
Webinar |
|
Opportunities Involving Failed Banks
Presenter: Tom Danielson, Larson Allen
Register Online |
| 10/27/10 |
|
Webinar |
|
Year End Tax Planning Strategies
Presenter: Pat Donehue - BKD, LLP
Register Online |
11/04/10
11/05/10 |
|
Annual Conference |
|
13th Annual Conference
Westin Riverwalk Hotel in San Antonio, TX |
| 12/8/10 |
|
Webinar |
|
Topic TBA
Register Online |
| PREVIOUS WEBINARS AVAILABLE ON CD ROM: |
| 07/28/10 |
|
Purchase Online |
|
Dividend Planning and Optimizing Tax Exempts for Sub S Banks
Presenter: Monnica Sonnier, CPA, CFA, FTN Financial
Purchase Online |
| 06/15/10 |
|
Purchase Online |
|
New Markets Tax Credit Program: Overview for S Corp Banks
PurchaseOnline |
| 03/31/10 |
|
Purchase Online |
|
Mergers and Acquisitions: Accounting Issues Related to FDIC Assisted Transactions and Marketplace Update |
| 02/24/10 |
|
Purchase Online |
|
Ins and Outs of S Corporation Terminations
Presenters: Linda Koerselman & Paul Sirek,
Eide Bailly LLP |
| 12/16/09 |
|
Purchase Online |
|
Estate Planning Strategies
Presenter: Eric J. Larson, JD, CPA, Bever Dye, LC |
| 9/30/09 |
|
Purchase Online |
|
Year-End Tax Planning Strategies for Sub S Banks
Presenter: Linda Koerselman, Eide Bailly, LLP |
| 8/26/09 |
|
Purchase Online |
|
Techniques for Assessing the Optimal Level
of Tax-Exempt for a Sub S Bank
Presenter: Monnica Sonnier, CPA, CFA, FTN Financial |
| 7/29/09 |
|
Purchase Online |
|
Merger, Sale & Acquisition Strategies for Troubled Times
Presenter: Joseph M. Press, CPA, Fortner, Bayens, Levkulich and Co., P.C. |
| 6/24/09 |
|
Purchase Online |
|
Valuation of S Corporations
Presenter: Ronald E. Nielson, CPA/ABV, ASA, CFE, CVA, CFF, Clifton Gunderson LLP |
| 4/29/09 |
|
Purchase Online |
|
Investment Management for Sub S Banks: Focus on the Bond Portfolio
Presenters: Edward A. Krei, Jeffrey F. Caughron and Ryan W. Hayhurst, The Baker Group |
| 3/25/09 |
|
Purchase Online |
|
21st Century Compensation Strategies for a TARPed Economy
Presenter: Tom Jordan, ECI |
| 2/25/09 |
|
Purchase
Online |
|
S Corp Bank Tax Law
Presenter: Pat Donehue, BKD |
| 12/10/08 |
|
Webinar |
|
Subchapter S Shareholder Agreements: Key Provisions & Considerations & the Impact of a TARP Capital Purchase
Presenter: Patrick J. Kennedy, Jr., Kennedy & Baris, LLP |
| 10/29/08 |
|
Webinar |
|
Investment Strategies for Subchapter S Banks - New Challenges in Volatile Markets
Presenter: Edward A. Krei, The Baker Group |
| 9/24/08 |
|
Webinar |
|
Estate Planning in the S Corp. Environment
Presenter: Tim Malecha, LarsonAllen LLP |
| 8/20/08 |
|
Webinar |
|
S Corp. ESOPs: How to Take Advantage of the Benefits and Avoid the Risks
Presenter: Stephen D. Smith, Krieg DeVault, LLP |
| 7/30/08 |
|
Webinar |
|
Sub S Trusts: Use, Management and Problems with QSST, ESBT and Other Unique Sub S Shareholders
Presenter: John Round, Strasburger & Price, LLP |
| 6/25/08 |
|
Webinar |
|
IRS Audit Issues for Sub S Banks: What to do When You Get the Notice
Presenter: Debra Sadow Koenig, Godfrey & Kahn, S.C. |
| 5/21/08 |
|
Webinar |
|
Compensation Strategies for the S Corp. Executive
Presenter: John R. MacDonald, SMART Business and Advisory Consulting, LLC |
| 4/30/08 |
|
Webinar |
|
Merger and Acquisition Strategy for Sub S Banks and Bank Holding Companies
Presenter: Joseph M. Press, CPA, Fortner, Bayens, Levkulich and Co., P.C. |
