Overview
Michael Hilkin and John Lutz will speak at the Bank & Capital Markets Tax Institute 2025 in Orlando, FL, on November 6 – 7, 2025.
Session topics include:
BOLI / Section 1035 Exchanges – Practical Takeaways
November 6, 2025
2:00 PM – 3:30 pm
Speaker: John Lutz
This session will provide attendees with practical takeaways on the tax implications of BOLI investments, tax benefits through Section 1035 Exchanges, and regulatory considerations. The session will also cover recent developments and changes in tax laws affecting BOLI and 1035 Exchanges.
SALT Update
November 7, 2025
10:45 AM – 12:00 pm
Speaker: Michael Hilkin
This session is a state & local tax update that will cover the emerging trends affecting the state and local tax, including recent legislative developments, court cases, administrative guidance, issues specifically affecting larger states, and other relevant topics.