1098 Forms and Seasonal Addresses

1098 Forms and Seasonal Addresses

1098 Forms and Seasonal Addresses 1098 forms for the 2016 tax season require information regarding borrower address compared to collateral address on loans.  Box 7 may be incorrectly checked on the 1098 form if a Seasonal Address is being used.  For example, the...
New Retirement Reporting Customized Training

New Retirement Reporting Customized Training

Peak Consulting is now offering a remote Retirement Reporting Training package customized to your Financial Institution. Would you like to have a better understanding of your Retirement Reporting Process?  Is your RMD processing taking more time than it should?  Are...
Consultants and Bankers outside the office

Consultants and Bankers outside the office

At a couple of recent conferences, Peak consultants were able to find some time for fun with some of the bankers that attended. At the UnitiEast conference in New Jersey, we were able to tour Princeton University and eat with a group at PJ’s Pancake House where...