As an industry leader in providing consulting services to the closely held financial services industry, we understand the unique relationship between regulatory structuring and tax structuring. We also understand how quickly these relationships can change with the advent of new markets, new products and new regulations. In addition, we have broad experience assisting financial services clients with the full spectrum of tax compliance challenges.
Find out more about RSM's tax services.
Learn what financial institutions need to know to comply with the Common Reporting Standard and the Foreign Account Tax Compliance Act.
Investment Industry Insights
The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.
Financial Institution Insights
delivers news and information critical to community banking professionals. The bi-monthly newsletter tackles issues ranging from IT security to regulatory compliance to operational improvement.
Compliance news for the banking and investment industry. Gain insights about the latest compliance news and how it will affect your business.
How can we help you??
To discuss how our team can help your business, contact us by phone 800.274.3978 or
Our Key Professionals