Pinion Insights: Posts from category

Financial Institutions

estate plan

Winning with Tax Code Reform

By K·Coe Editorial | May 11, 2018
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Reading Time: 2 minutes
As a result of the tax code revisions passed in December, many businesses have attained increased financial benefits and lessened tax burden by employing new tax savings strategies. K·Coe Isom has been assisting businesses with strategic assessments and advice on how to utilize new provisions to capture opportunities and avoid …

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wealth management

K·Coe Isom Announces Wealth Management Partnership

By K·Coe Editorial | April 27, 2018
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Reading Time: < 1 minute
K·Coe Isom’s subsidiary K·Coe Wealth has entered into a joint venture with HBK CPA’s affiliate HBKS Wealth Advisors. The partnership, a mutually-beneficial combination of specialized resources and shared cultural values and standards, will amplify the diversity and wealth management of assets and resources to deliver a first-class experience to all client …

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For S Corps: Does a C Corp Conversion Make $ense?

S Corp Banks: Does a C Corp Conversion Make $ense?

By Sandy Sporleder | January 25, 2018
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Reading Time: 2 minutes
Considerations for the Board, Shareholders, and Business will determine. Now that the law has been established for 2018 and beyond, S corporation banks are asking whether the more advantageous tax rate of a C corp (a flat 21% rate) makes sense for them. There are many things to consider, and the …

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For S Corps: Does a C Corp Conversion Make $ense?

For S Corps: Does a C Corp Conversion Make $ense?

By K·Coe Editorial | January 16, 2018
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Reading Time: 2 minutes
Is a C Corp Conversion Right for S Corps? Now that the law has been established for 2018 and beyond, S corporation clients are asking whether the more advantageous tax rate of a C corp (a flat 21% rate) makes sense for them. There are a few perspectives to consider …

Read moreFor S Corps: Does a C Corp Conversion Make $ense?

Conflict

In Business, Is It Best to Gloss Over Conflict, Or Face It Head On?

By Heather Campbell | December 18, 2017
Reading Time: 2 minutes
Conflict happens. While it’s not necessarily a slogan you’d want to slap on a t-shirt, it is a real component in every business. It comes in many forms, from small to large, and happens at all levels. Conflict can escalate. Conflict can spread. Conflict can destroy relationships (staff and customer …

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Customer Service

Make Handling Bank Complaints Part of Good Customer Service

By Pinion Editorial | March 8, 2017
Reading Time: 3 minutes
Have you carefully examined your process for handling bank complaints lately? If not, you could be missing out on an opportunity to create happier customers and increase retention with better customer service. Every regulatory agency makes it easy for consumers to file bank complaints. In fact, since it began collecting …

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Customer Service

Recent Accounting & Auditing Changes that May Impact You, Part I

By K·Coe Editorial | January 13, 2017
Reading Time: 3 minutes
It was a busy 2016 for accounting standards reviewers, and there are a number of accounting & auditing changes coming that financial institutions will want to be ready for. This two-part article covers several key issues to help you stay out in front in 2017. This year has been a …

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