The newly passed “One Big Beautiful Bill Act” (OB3 Bill) introduces major updates to personal income tax rules impacting deductions, charitable giving, year-end planning, and documentation requirements for individuals. In this episode, host Lenore Seifer is joined by Bill Hall, Senior Tax Manager at S.R. Snodgrass, to break down what taxpayers need to know heading into the 2025 tax season. Bill walks through what has changed, what remains uncertain pending IRS guidance, and how individuals ca...
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The newly passed “One Big Beautiful Bill Act” (OB3 Bill) introduces major updates to personal income tax rules impacting deductions, charitable giving, year-end planning, and documentation requirements for individuals. In this episode, host Lenore Seifer is joined by Bill Hall, Senior Tax Manager at S.R. Snodgrass, to break down what taxpayers need to know heading into the 2025 tax season. Bill walks through what has changed, what remains uncertain pending IRS guidance, and how individuals ca...
Get the Latest on BSA Modeling with Kaitlyn E. Gasper, CAMS, CFE, Principal, Risk Advisory
S.R. Snodgrass Podcast
14 minutes
5 months ago
Get the Latest on BSA Modeling with Kaitlyn E. Gasper, CAMS, CFE, Principal, Risk Advisory
In this episode of S.R. Snodgrass's podcast series, Lenore Seifer welcomes back Kaitlyn Gasper, who has recently been promoted to principal in the risk advisory division. They take a deep dive into Bank Secrecy Act (BSA) model validations, emphasizing their importance, common issues identified, and examiner expectations. 00:00 Introduction and Welcome 00:17 Promotion Announcement and Team Introduction 00:31 Deep Dive into BSA Model Validations 00:40 Target Audience for BSA Model Validations ...
S.R. Snodgrass Podcast
The newly passed “One Big Beautiful Bill Act” (OB3 Bill) introduces major updates to personal income tax rules impacting deductions, charitable giving, year-end planning, and documentation requirements for individuals. In this episode, host Lenore Seifer is joined by Bill Hall, Senior Tax Manager at S.R. Snodgrass, to break down what taxpayers need to know heading into the 2025 tax season. Bill walks through what has changed, what remains uncertain pending IRS guidance, and how individuals ca...
