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.

38th Annual Eide Bailly Bankers Seminar

Thank you for joining us at our 2018 Bankers Seminars. Videos from this year's seminar can be viewed here.

Save the date for our 2019 Bankers Seminars and join us to gain industry insights and valuable information in a city near you.
FARGO | Thursday, October 24

MINNESOTA | Thursday, November 7

SIOUX FALLS | Tuesday, November 12

DES MOINES | Thursday, November 14

Latest Insights

October 7, 2018
Article
When negotiating mergers or acquisitions, due diligence serves as an in-depth review of the target bank organization—both its operations and its people. Much of due diligence involves a review of the quality of the assets to be acquired, but it also…
October 1, 2018
Article
Mergers and acquisitions among community banks are continuing at a rapid pace. There are many reasons for these transactions: to increase market share, to complete part of a growth strategy, to gain economies of scale, and to attempt to better…
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…

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Gary W. Smith
Gary W. Smith
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