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. To register, click on the date of the bankers seminar you would like to attend. 

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. To register, click on the date below.
ONTARIO, CA | Monday, October 28

Latest Insights

October 9, 2019
Article
While we may not know the future outcome of the exemption, we do know its current status. If you are considering using the higher exemption available today, talk to your business advisor to be sure you understand the tax and cash flow consequences …
September 18, 2019
Article
Facebook has entered the cryptocurrency arena with Libra, and reactions have been mixed. This has the potential to affect many areas of both global and local financial systems.
September 9, 2019
Article
The impact of tax reform is far reaching. Not only do businesses and individuals need to consider how the new legislation impacts their situation, but reviewing how the Tax Cuts and Jobs Act affects trusts and estates is also important because …
August 29, 2019
Article
Confident your up to date on Affordable Care Act compliance? Our Q&A with Partner and ACA advisor Tonya Rule may surprise you.
August 26, 2019
Article
The recent closure of Enloe State Bank in Texas shows why no institution is too small for internal controls.
August 12, 2019
Article
The new accounting standards are impacting many organizations, but changes in effective dates may allow for some breathing room.

Contact

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