Community Banking , Real Estate
New OCC Guidelines for Real Estate Transactions
written by Blair Groves
When to get an appraisal and when to perform an evaluation? This recently issued interagency guidance from the OCC can help you answer that question, as well as give you guidelines to what an evaluation must contain.
Read the full guide here: http://www.occ.gov/news-issuances/bulletins/2016/bulletin-2016-8a.pdf

More From Our Blog
Recent insights from the Whitlock team

Why Getting Your Financials Reviewed Before Year-End Matters
Most of our audit clients don't have a standard audit deadline. It really depends on the business and what it needs. That flexibility sounds nice, and it is. It can also be a trap.When there's no...
Q4 Business Planning: How to Finish 2026 Strong and Set Up 2027
If you're a business owner, there's a good chance your to-do list is already packed heading into Q4. Payroll, client deadlines, holiday schedules. Tax planning can feel like the thing that gets...
Year End Tax Planning Guide for Business Owners: Start Here
December 31 is closer than it feels. The good news? You still have time to make smart tax moves before it gets here, and it does not have to be complicated. We say this every year, and we mean it...