Tax Services

INSPIRED TO MAKE THE TAX CODE WORK FOR YOU

Comprehensive tax planning can save you money–and headaches.

Comprehensive tax planning can save you money–and headaches.

The complexities of financial institution taxation are apparent to anyone in the industry. What's not as readily apparent are the areas where you can utilize tax law to reduce your liability, or avoid surprises by taking a proactive approach to decisions. Comprehensive tax planning with an experienced advisor can help you take advantage of opportunities and avoid common pitfalls.

 

Our expertise in financial institution taxation spans decades and includes work with banks across the country, from $10 million in assets to $8 billion. Our professionals have the knowledge to guide you through tax regulations, best practices, and new opportunities and develop a tax plan that meets your needs and goals.

Latest Insights

September 18, 2018
Tool
Get ahead of tax season with the Eide Bailly Tax Planning Guide. A supplemental strategy guide to help guide year-end and make the tax laws work for you.
August 13, 2018
Article
In this time of constant change and business disruptions, the cost of a breakdown in even one internal control in a high-risk area has the potential to be quite significant. Think about the potential impact of a control not functioning as intended…
June 8, 2018
Article
This newsletter's topics include: Conversation with Bill Stovall, Bitcoin 101: A Primer on One of the Hottest Cryptocurrencies, Tax Reform: Perspective From A Banker, Tips for CECL Preparation, Regulatory Relief Efforts Highlight Shifting Tide in…
May 29, 2018
Article
A medium–sized organization reached out to one of our offices with a problem. A long-term employee responsible for the reconciliation of the organization’s deposit account retired. A little over a year after this retirement, another…
April 12, 2018
Article
The long expected corporate tax rate reduction was enacted into law as part of the 2017 Tax Cuts and Jobs Act, taking the rate paid by C corporations down to 21 percent. Yet this rate reduction only affects businesses classified as C corporations…
April 1, 2018
Article
Here’s a reason to address social media through acceptable use policies in the workplace.

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Gary W. Smith
Gary W. Smith
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