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 21, 2020
Article
Like many years, there are a host of tax provisions expiring at the end of the year. Will we get more tax extender legislation? We look at what’s inspiring and the possibility of extensions.
September 3, 2020
Article
Keeping your financial institution safe is critical to your success. The right security measures and procedures can help you prevent cyberattacks, embezzlement and more.
August 19, 2020
Article
Certain banks may be able to take advantage of the Employee Retention Credit. However, qualification is far from cut and dry. Do either of these scenarios fit your institution?
July 24, 2020
Article
In the ever-changing environment of government assistance and regulation, change is the one constant. The Payroll Protection Program (PPP) loans and their forgiveness are no exception.
July 16, 2020
Article
Planning early for CECL will result in better decision making and design of a CECL approach that better serves your financial institution. Here’s how you can get started.
July 8, 2020
Recorded Webinar
The Keeping American Workers Paid and Employed Act, more commonly referred to as the Paycheck Protection Program (PPP) is administered by you – the SBA PPP Lender. The next step to prepare for phase two of the PPP is loan forgiveness for your PPP …

Contact

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