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.

39th Annual Eide Bailly Bankers Seminar

Save the date for our 2019 Bankers Seminars and join us to gain industry insights and valuable information in a city near you.
Thank you for joining us at our 2018 Bankers Seminars. Videos from this year's seminar can be viewed here.

10th Annual Eide Bailly/VTD Bank Forum

Save the date for our 2019 Bank Forum and join us to gain industry insights and valuable information.
ONTARIO, CA | Monday, October 28

Latest Insights

August 12, 2019
Article
The new accounting standards are impacting many organizations, but changes in effective dates may allow for some breathing room.
August 9, 2019
Recorded Webinar
Complete the form to access this recorded webinar.
July 30, 2019
Article
The FASB has proposed extending the effective date of CECL for smaller public business entities and nonpublic business entities.
July 17, 2019
Article
Updates on Current Expected Credit Losses (CECL) Standard and how banks should answer the ASU 2016-13 opt-in question in the new call report.
June 24, 2019
Article
How does the New Tax Law Impact the Credit Analysis Process?
June 24, 2019
Article
Banking marijuana-related businesses comes with a full suite of risk concerns, but the Farm Bill has made it easier for banks to be involved in a similar industry—legal hemp.

Contact

Gary W. Smith
Gary W. Smith
Partner-in-Charge of Financial Institutions
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