Enhancing Community Bank Earnings: The Power of Investment Subsidiaries

Community banks have utilized investment subsidiaries for decades to generate significant state and federal (TEFRA) tax savings. While these benefits are well-documented, many MBA member banks may not yet be fully familiar with the opportunity available to them.

We are pleased to invite you to an educational webinar on September 24, 2024, at 2:00 PM CT, featuring industry experts from KeyState, Forvis Mazars, and Armstrong Teasdale. This session will delve into the advantages of investment subsidiaries, covering the formation process, regulatory requirements, and the tax implications involved.