Lender resistance often creates enough inertia to make loan pricing model implementations fall short of expectations. Financial institution leaders need to establish a strong commitment to using a pricing tool and have a comprehensive understanding of the model's assumptions and configuration to help ensure a more successful implementation. Join Forvis Mazars for an informative webinar...

Company executives should understand that the potential tax savings that a gain exclusion under Internal Revenue Code (IRC) Section 1202 could provide to investors is an important consideration in how transactions are structured and documented.Whether your company is going through a transaction and receiving requests from shareholders to verify if their stock is qualified small...

Join us as we discuss on the topic below. Future Proof Your Annual Plan: Experiences of Operational Leaders Date: Thursday, September 19, 2024 at 1 – 2 P.M. ET Annual planning plays a crucial role in enabling organizations to establish objectives, distribute resources effectively, and identify growth opportunities for the upcoming year. In this CPE...