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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Don’t Overlook the R&D Tax Credit for Your Next Fintech Investment
This blog was authored by my colleague Michael De Prima, a principal in our federal tax strategies group. Financial service companies may not seem like typical candidates for research and development (R&D) incentives, but the technology investments these organizations make can present excellent opportunities to capture the R&D tax credit. The federal R&D credit has […]
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Microsoft 365 – Getting More for Your Investment
This blog was authored by my colleague Grant Rolfes – Assurance Manager, Financial Institutions Community banks and credit unions have continued to grow accustomed to the ever-changing landscape of the financial institution industry. From additional regulations, staffing challenges, and a volatile interest rate environment, many financial institutions are looking for solutions to increase the efficiency […]
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Dormant Account Control Weaknesses
This blog was authored by my colleague Folashade Abiola-Banjac, a principal within our financial institution forensic group. How can Dormant accounts serve as a window into a credit union’s internal control deficiencies?Forensic investigations of credit unions have granted me the opportunity to obtain some valuable information of how the treatment, or lack thereof, of dormant […]
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Guidance for Credit Unions Capitalizing Interest
The NCUA Board voted to remove the prohibition on the capitalization of interest for loan modifications and workouts.
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Parking Tax Repealed
With the repeal of a provision of the 2017 Tax Cuts and Jobs Act state-chartered credit unions have an opportunity for a potential claim of income taxes paid on transportation fringe benefits.
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Excise Tax Deadline Looming for Credit Unions
Included in the Tax Cuts and Jobs Act is an excise tax provision that affects all applicable tax-exempt organizations. The specific regulation is located in Section 4960 of the Internal Revenue Code (IRC). The tax rate is currently set at 21 percent on compensation that is in excess of $1 million. On December 31, 2018, […]