Kaufman and Canoles

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Credit Union Foundations
E. Andrew Keeney presented Credit Union Foundations on an EduCruise in November 2016.
By E. Andrew Keeney

Millennials - Who They Are and What Makes Them Tick
E. Andrew Keeney presented Millennials - Who They Are and What Makes Them Tick on an EduCruise in November 2016.
By E. Andrew Keeney

NCUA Board of Directors Policies - Required Policies and Risk Assessments
E. Andrew Keeney presented NCUA Board of Directors Policies - Required Policies and Risk Assessments on an EduCruise in November 2016.
By E. Andrew Keeney

NCUA Examinations and Your Credit Union Rights
E. Andrew Keeney presented NCUA’s Examinations and Your Credit Union’s Rights on an EduCruise in November 2016.
By E. Andrew Keeney

Private Client Services Update - A Guide to Making Gifts for Parents and Grandparents
As the end of the year approaches, parents and grandparents often ask about making gifts to children and grandchildren.
By Alexander W. Powell Jr. and Private Client Services

2017 Premium Tax Credit Quick Reference Chart
Click the PDF icon above to view our 2017 Premium Tax Credit Quick Reference Chart.
By John M. Peterson, Richard C. Mapp III, Robert Q. Johnson, Christopher L. McLean and ESOPs & Employee Benefits

Health Care Client Alert - November 8, 2016
On May 19, 2016, the Department of Health and Human Services’ (the “Department”) Office of Civil Rights published the final rule implementing Section 1557 of the Affordable Care Act, which prohibits entities receiving Federal financial assistance from discriminating on the basis of race, color, national origin, sex, age or disability.
By Anne F. Bachmann, John M. Peterson and Health Care