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Tax Services for Financial Services

At RSM, our objective is to provide financial services organizations with timely tax services that integrate your goals with opportunities to minimize your tax burden wherever and whenever possible. With this approach, our advisors help you define the right overall tax position to meet your compliance needs as well as your larger business objectives.

The tax landscape is continually changing; we determine how these changes affect your financial services business and suggest the most efficient and effective plan of action based on our knowledge of your organization as well as the banking industry. In addition to providing ongoing planning and advice, we also specialize in key areas such as FAS 109, FIN 48, state and local, international, and mergers and acquisitions.

Find out more about RSM's tax services.


Most recent Tax Insights

Policy snapshot: Banking

Policy snapshot: Banking

With Biden’s big-ticket items such as tax changes almost certainly off the table, the focus of banking will shift to regulation.

  • November 23, 2020
2020 Election preview: Banking

2020 Election preview: Banking

With the election approaching, RSM is looking at the economic stakes and the key issues for the banking industry.

  • October 16, 2020

RSM 2020 Financial Institutions Forum

Join us for our Financial Institutions Forum as we explore challenges, opportunities and trends facing the banking industry.

  • September 24, 2020
An SOS for commercial real estate

An SOS for commercial real estate

As the coronavirus pandemic continues to wreak havoc, real estate deals are at best being reworked and at worst falling apart altogether.

  • August 28, 2020
Proactively managing the LIBOR transition

Proactively managing the LIBOR transition

An educational webcast to financial institutions of all sizes on LIBOR and proactively managing the transition at your institution.

  • August 20, 2020