In the Know: Insights from BTI 2025

Join host Kristen Perry and guest Ryan King as they recap the Bank & Capital Markets Tax Institute (BTI) 2025 conference—where industry leaders, tax experts, and banking professionals gathered to tackle the year’s most pressing challenges. This special episode of In the Know covers everything from the latest federal tax legislation and regulatory updates to the transformative power of Generative AI in tax compliance, delivering actionable insights and expert perspectives. 

Tune in for highlights on: 

• Major tax developments and policy shifts impacting banks in 2025 

• The evolving M&A landscape and practical tax planning strategies 

• Community bank updates, including highlights from the One Big Beautiful Bill Act of 2025.   

• The future of tax technology—Generative AI, machine learning, and more 

• Keynotes on why great people drive banking success and how to navigate the changing regulatory environment 

Whether you’re a tax professional, banker, or just curious about the future of finance, this episode will help you stay ahead of the curve. 

Access additional resources: 

• Key Impacts of OBBBA 

• New tax exemption boosts incentives for rural and agricultural lending | BerryDunn 

• New tax break on vehicle loan interest: What lenders need to know | BerryDunn 

Looking for more? Our team of experts is here to bring clarity to complex challenges and help banks and credit unions make better-informed financial decisions. Submit a question to Ask the Advisor and get the information you need to move forward.