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News & Headlines

National Taxpayers Union Calls on Lawmakers to Revisit CU Tax Exemption

2/19/2020
Congress should focus its attention in 2020 on the tax treatment of large, bank-like credit unions and reconsider the merit of the tax exemption these entities enjoy, according to a new issue brief published by the National Taxpayers Union yesterday.

Clearer Criteria Needed for Regulatory Cost-Benefit Analyses

2/18/2020
The FDIC “does not currently have a consistent process in place” for conducting cost-benefit analyses to determine the effects of regulations, nor does it have established criteria for which rules are “significant” enough to warrant such an analysis.

FFIEC Issues 2020 Guide to HMDA Reporting

2/14/2020
The Federal Financial Institutions Examination Council’s 2020 Guide to HMDA Reporting is now available for download.

Fed's Powell: Financial System 'Generally in Good Place'

2/12/2020
Federal Reserve Chairman Jerome Powell told House lawmakers yesterday that the U.S. financial system is “strong, and has been materially strengthened since the financial crisis.”

Upcoming Events

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  • February 27 2020
    Real Estate, Oil & Gas Conference 02/27/2020 This two-day event offers a unique, tailored opportunity for asset management professionals. It provides a full day of presentations on the latest topics in the areas of real estate and oil and gas, respectively. Speakers will address timely topics in an evolving area of trust.

    o Real Estate Managers
    o Mineral Managers
    o Landmen
    o Those new to real estate or oil and gas

    Download the Registration Form

    Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

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  • April 29 2020
    2020 Wealth Management & Trust Conference 04/29/2020 The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, MCLE, CPE) and valuable networking opportunities, the event is worth every penny.

    Download the Registration Form

    Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

    TRST

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  • July 26 2020
    Texas Trust School 07/26/2020 Our widely recognized annual school provides an introduction to all facets of trust. The program will establish a foundation of the functional areas of trust; provide requirements of state and federal law; identify key considerations for estate planning and the management of tax issues; and offer insight for all areas of asset management. The Texas Trust School has been developed for trust personnel who are new to the business from college, law school, commercial banking and other business activities.

    Download Registration Form

    Questions: Contact at (512) 472-7391.

    TRST

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  • July 26 2020
    Texas Graduate Trust School 07/26/2020 Our Graduate Trust School is a comprehensive, intermediate course designed to provide formerTrust School students and other trust professionals with a logical next step in their professional development. It also provides quality education and valuable continuing education on a range of fiduciary issues including account administration, fiduciary law, tax and estate planning, investment management and leadership preparedness. The curriculum reflects a broad spectrum of topics consistent with CTFA methodology.

    Download Registration Form

    Questions: Contact at (512) 472-7391.

    TRST

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