U.S. Master Bank Tax Guide (2023)

Format: Print Book
Product ID: 10008247-0013
ISBN: 9780808057475
A comprehensive desktop reference that covers all the tax rules for financial institutions.

Formerly titled, the Bank Tax Guide, the new U.S. Master Bank Tax Guide by noted bank tax expert, Ronald W. Blasi, J.D., LL.M., is a comprehensive desktop reference that covers all the tax rules for financial institutions and is the only book of its kind that is completely updated each year to reflect the latest changes through press time. This is the authoritative must-have guide for professionals charged with tax compliance for financial institutions. It features special planning sections in each chapter, detailed discussions that are meticulously referenced to authority for additional research, potential IRS audit activities, and numerous practical examples that illustrate the rules and principles. The volume provides informative discussions on points of law where the courts and the IRS may not see eye-to-eye.

The key tax planning suggestions offered in each chapter and meticulous footnotes to show authority throughout make the Guide's discussions a roadmap for further research. Helpful tables, charts, lists and examples reflect the author's penchant for illustrating the rules and principles in the most understandable way.

Organized for day-to-day use, but offering a depth of discussion that readers will want to read thoroughly, the U.S. Master Bank Tax Guide reflects the author's 30+ years of banking industry experience and his proficiency at teaching in both the law school and tax professional venues. This resource not only explains the fundamental tax rules and principles that apply to banks, it also identifies and guides the reader through the many opportunities and pitfalls that may be present. From choice of entity advantages and disadvantages and treatment of start-up costs to handling ordinary and necessary expense items and acquisition and expansion considerations, the Guide offers the practical guidance that all bank tax practitioners need, value and appreciate.

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More Information
Contributors Ronald W. Blasi, Paul A. Sirek
Product Type Publications
ISBN 9780808057475
Format Print Book
Ronald W. Blasi
Ronald W. Blasi, J.D., LL.M.has worked for tax departments at some of the top institutions in the country and has tax law practice experience with a top law firm in NY. He served as chairman of the ABA Tax Section's Banking Committee and has lectured in bank tax professional education programs for over 20 years. He is currently Professor of Law in the College of Law at Georgia State University. Professor Blasi has an LL.M. (Taxation) from New York University, a J.D. from St. John's University and an APC (Accounting) from New York University Graduate School of Business.

Paul A. Sirek
Paul's focus is on the financial institutions industry. He provides management consulting, tax planning and tax compliance services to financial institutions ranging in size from less than $50 million to more than $10 billion. He conducts complex tax research projects, and assists financial institutions with merger and acquisition issues, including tax structuring of transactions and the regulatory application process. Paul serves as the Tax Director of the firm’s Financial Institutions Services Group, leading and assisting the firm’s tax service providers service our community bank clients. He leads technical training efforts for the group, and serves as a frequent speaker on bank tax topics, including several state bank associations and state CPA societies, as well as the Bank Holding Company Association, Bank Tax Institute and Subchapter S Bank Association.