Day of Discovery #11 – Navigating the Loss of Tax-Exempt Status
Mar 20, 2025
There’s no decision to revoke credit unions’ tax-exempt status, but recent concerns have put the issue in the spotlight. As some credit unions grow larger than banks and acquire tax-paying institutions, critics argue this advantage is outdated. Policymakers are questioning whether the original justifications still hold.
In “Navigating the Loss of Tax-Exempt Status: A Credit Union’s Proactive Strategy,” we explore how Chief Strategic Officers can prepare for potential policy shifts while preserving a member-first mission. Stay informed and ahead of the conversation—this short slide deck helps with strategic ideation on this subject.
