More about Dean Rohne
Dean has more than 25 years of experience providing audit, internal audit, and consulting services to financial services companies. He has provided consulting services in the areas of business lending, product costing and profitability, and asset/liability management. Dean has worked with a number of financial services companies on strategic issues such as board governance and enterprise risk management, as well as the role of internal audit and risk management, regulatory issues, and many accounting related topics.
Blog Posts by Dean Rohne:
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Accounting Considerations for Visa Class B Conversions
This blog was authored by my colleague Scott Klitsch, the managing principal of the financial services quality group. Update as of April 16, 2024: Visa has formally issued their Prospectus on April 8, 2024. Holders of Visa Class B-1 shares have until 11:59 pm New York City time on May 3, 2024, to tender their […]
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Proposed Regulations Clarify Bad Debt Deductions for Regulated Financial Companies
This blog was authored by my colleague Trevor Huisman, a tax principal within our financial services group. On December 27, 2023, the IRS and Treasury released proposed regulations (REG-121010-17) that would update the standard used to determine when a debt instrument held by a regulated financial company or group would be considered worthless. The proposed […]
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Proposed Legislation Could Impact Financial Services Company ERC Filings
Legislation released by the House Ways and Means Committee last week proposes a number of changes, notably a provision that would end ERC filing substantially earlier than the initial deadline. This would limit the ability for financial services companies who have not yet filed to claim the credit. Under this proposal, all claims (2020 and […]
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Revisiting Loan Portfolio Management Fundamentals
This blog was authored by my colleague Erica Crain, a principal within our financial services group. As the economic environment shifts with increased interest rates and credit weakening projected while liquidity sources are highly scrutinized, it is important for financial institutions to revisit the significance of loan portfolio management fundamentals. Effective loan portfolio management involves […]
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The Relationship Between Turnover and Internal Control Weaknesses
This blog was authored by my colleague Folashade Abiola-Banjac, a principal within our financial services forensic group. Everywhere you turn you see headlines of fraud and misappropriation of assets happening at all levels of financial institutions. However, turnover and its relationship to internal control weaknesses is a challenge to understand. Internal controls only work if […]
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Impacts of the Initial Adoption of CECL
This blog was drafted by my colleague Tessa Brockie, a manager in our Financial Services Group. At the start of 2023, the vast majority of financial institutions adopted CECL. The impact of adoption varied for institutions based on asset size as well as the makeup of the loan portfolio. Although there are conclusions you can […]
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Valuation Considerations for Financial Institutions
This blog was authored by my colleague Gwendolyn Duda, a signing director in our valuations, forensics, litigation, and investigations (VFLI) group. In a time of competitive economic conditions, valuations of financial institutions are increasingly instrumental for supporting business strategy decisions. Financial institutions continue to face near-term headwinds with rising inflation, rising interest rates leading to […]
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New Wisconsin State Tax Exemptions for Financial Institutions
This blog was authored by my colleague Chan-Yu Wang, a tax director in our financial services group. Wisconsin Exempts Certain Commercial and Agricultural Loan Income from State Taxation On July 5, 2023, Tony Evers signed the Wisconsin 2023-2025 budget (2023 Wisconsin Act 19) which included a significant favorable exemption from taxation on commercial and agricultural […]
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Occupational Fraud in Financial Institutions
This blog was authored by my colleague Kyle Shafer, a manager in our forensic services group. The bank failures have put the spotlight on financial institutions as a result of significant industry regulations. Financial institutions continue to be a target for fraud, but in the modern age of technology and digital advancements prevention and detection […]
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Financial Services Impacted by New R&D Capitalization Requirements
This blog was authored by my colleague Sean Croteau, a director in our federal tax strategies group. There are new rules requiring the capitalization of Section 174 costs that apply across many industries, including financial services. Banks, insurance companies, and other players in the financial services space often spend significant resources on research and development […]