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

November 22, 2019
Article
The term year-end may just create visions of financial statements in your head, but there are a lot of other things to consider during this critical time in a business’s year. Here are the top 10.
November 14, 2019
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Does your business purchase gift cards for your employees? If so, you need to make sure you’re not missing this important reporting step.
November 5, 2019
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Cybersecurity is a big deal, and you shouldn’t just assume your IT department has it all handled. It involves more than just protecting your systems and data; cybersecurity means safeguarding the reputation of your institution.
November 5, 2019
Article
Failing to file correct information returns or furnish the correct payee statements can result in costly penalties.
November 4, 2019
Article
Along with the delay in CECL and some other accounting standards, FASB made another move that will provide account relief for years to come.
November 4, 2019
Article
There are several items to consider as you prepare for year-end planning. Start 2020 right with these tips.

Contact

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