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

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 …
June 18, 2020
Article
On June 17, 2020 the government released an updated Paycheck Protection Program (PPP) loan forgiveness application form along with a new simplified application form for certain borrowers.
May 29, 2020
Article
We break down the recently released SBA guidance on the reporting process for PPP loans and the collection of processing fees.
May 18, 2020
Article
Many Paycheck Protection Program (PPP) loan borrowers are more than halfway through their eight-week forgiveness period (the “covered period,” beginning on the date of loan disbursement) yet there are still many unanswered questions concerning how a …
April 30, 2020
Article
With the reserve requirement ratio to zero percent, the Federal Reserve has issued further guidance when it comes to Regulation D.
April 28, 2020
Article
There is no specific accounting guidance on how to record government assistance such as grants or loan forgiveness for organizations taking advantage of the PPP, but there is some general guidance available. Here are some common questions and …

Contact

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