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The components of the Bank's net deferred income tax asset at December 31, 2011 and 2010 were as <br />follows: <br />(dollars in thousands) 2011 2010 <br />Assets <br />Allowance for loan and lease losses and nonperforming assets $578,539 $619,997 <br />Investment securities 34,328 <br />Deferred compensation expenses 140,938 112,507 <br />Depreciation expense 8,082 8,357 <br />State income and franchise taxes 22,723 10,398 <br />Other 42,847 27,964 <br />Total deferred income tax assets $793,129 $813,551 <br />Liabilities <br />Leases $201,926 $226,016 <br />Investment securities 81,645 <br />Intangible assets 17,555 19,587 <br />Total deferred income tax liabilities 301,126 245,603 <br />Net deferred income tax assets $492,003 $567,948 <br />Net deferred income tax assets are included within other assets in the consolidated balance sheets. <br />Deferred taxes related to net unrealized gains (losses) on securities available for sale, net unrealized <br />gains (losses) on derivatives, and employee benefit plan adjustments are recorded in cumulative OCI (see <br />Note 18). These associated adjustments decreased OCI by $100.2 million. <br />A valuation allowance for certain state capital loss carryforwards has been established in the amount <br />of $3.5 million as of December 31, 2010. Management believes it is unlikely that sufficient capital gains <br />will be generated during the carryforward period to fully utilize the capital losses. There is no change to the <br />valuation allowance in 2011. <br />With respect to all other deferred tax assets, no valuation allowances are required. Realization is <br />dependent on generating sufficient taxable income in the future and, although realization is not assured, <br />management believes it is more likely than not that all of the deferred tax assets will be realized. The <br />amount of the deferred tax assets considered realizable, however, could be reduced in the near term if <br />estimates of future taxable income are reduced. <br />The following analysis reconciles the federal statutory income tax rate to the effective income tax rate <br />for the years indicated: <br />(dollars in thousands) <br />2011 2010 <br />Amount % Amount <br />Federal statutory income tax expense and rate $243,265 35.0% $ 96,229 35.0% <br />Foreign, state and local taxes expense, net of federal effect 38,317 5.5 26,021 9.5 <br />Bank -owned life insurance (9,351) (1.4) (8,571) (3.1) <br />Non-taxable income, net (13,246) (1.9) (21,188) (7.7) <br />Tax credits (7,427) (1.1) (5,599) (2.1) <br />Other 378 0.1 2,708 1.0 <br />Effective income tax expense and rate $251,936 36.2% $ 89,600 32.6% <br />The Bank and its subsidiaries file income tax returns with the federal government and various state <br />and local jurisdictions. The Internal Revenue Service ("IRS") is in the process of examining the Bank's <br />income tax returns for 2006 and 2007. During 2011, the IRS issued an agreed Revenue Agent's Report for <br />tax years 2003-2005 and the IRS proposed no significant adjustments with respect to the Bank or its <br />acquired entities. With few exceptions, the Bank and its acquired entities are no longer subject to federal, <br />state, and local income tax examinations for years prior to 2003. As of December 31, 2011, the state tax <br />jurisdictions have not proposed any significant adjustments. The Bank believes that there are no other <br />-55- <br />2011 Bank of the West Annual Report <br />