Pinion Insights: Posts from category

Financial Institutions

GAAP Update: New Lease Standards will Affect Banks

GAAP Update: New Lease Standards will Affect Banks

By Pinion Editorial | December 19, 2018
Reading Time: 2 minutes
Understanding the Impact on Balance Sheets & Borrowers You’ve probably already heard that FASB has updated the new lease standards, but what does the new standard mean for a bank? The effective date for non-public entities is December 15, 2019 (i.e., January 1, 2020). Early adoption is permitted. Banks will …

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Loan Fraud

An Ounce of Prevention (or Inspection) will Alleviate Loan Fraud

By Sandy Sporleder | December 19, 2018
Reading Time: < 1 minute
Now is not the time to waive, omit, or procrastinate solid credit practices – such as inspections, onsite verifications, or similar procedures. An ounce of prevention or inspection will alleviate loan fraud. The last few years have been challenging for all Ag producers. Challenging commodity prices, tariffs, weather, changing consumer …

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Financial Data Protection

How Safe is Your Financial Data?

By K·Coe Editorial | October 3, 2018
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Reading Time: 2 minutes
Recent national cybercrime headlines: “Cybercriminals Obtain Employee Credentials to Conduct Payroll Diversion” “Business Email Compromises Business Data” “Increase in W-2 Phishing Campaigns” Imagine if you lost access to a year’s worth of financial information – accounting records, tax returns, audit trails – that could either never be fully recovered, or …

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In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

By K·Coe Editorial | August 2, 2018
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Reading Time: 4 minutes
As fires rage and rampage through large areas of California, the destruction of residences, outbuildings, and commercial buildings has been widespread. K·Coe Isom has been fielding questions and concerns from many of our clients regarding their property casualties, and therefore, we’d like to share an informative overview of frequently asked …

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estate plan

Winning with Tax Reform – Why You Need to Reevaluate Your Estate Plan in 2018

By Jim Rein | May 31, 2018
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Reading Time: < 1 minute
Exemption for Your Estate Plan is Ripe for the Picking The Tax Cuts and Jobs Act of 2017 made one significant change for estate planning: it doubled the estate tax exemption through 2026. This change is unique because it has resulted in the highest estate/gift exemption ever allowed (basically double …

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