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

January 22, 2021
Article
Phishing scams continue to be a common cyberattack, and they also continue to evolve and become more sophisticated. We breakdown how a successful one can impact your organization and what you can do to help prevent them.
January 12, 2021
Article
Many organizations negotiated lease concessions during the pandemic, and the Financial Accounting Standards Board (FASB) now has guidance related to the proper treatment of these concessions.
January 11, 2021
Article
On December 27, 2020, President Trump signed the Consolidated Appropriations Act of 2021 (CAA) into law. Aspects of this act may provide some additional opportunities to banks and bankers.
January 8, 2021
Article
The second draw PPP loans are here. Here’s what you’ll need to consider for compliance and loan forgiveness.
December 29, 2020
Article
The COVID relief legislation, signed into law on December 27, 2020, includes an extension and enhancements to the Employee Retention Credit (ERC) along with technical corrections.
December 28, 2020
Article
There is a lot to unpack in the new COVID-19 relief and tax extender legislation that was just passed. Here is what you need to know.

Contact

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