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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

Cyberthreat intelligence programs to benefit financial institutions

Cyberthreat intelligence programs to benefit financial institutions

Learn how cyberthreat intelligence will provide financial institutions with a deeper understanding of potential threats.

  • April 03, 2019

Leading future-state IT organizations in financial institutions

Technology leaders are charged with aligning bank infrastructure to adapt quickly to continual industry and organizational changes.

  • March 14, 2019

Collaboration and unified communications in financial institutions

This webcast will demonstrate how financial institutions can improve the customer experience through a collaborative communications.

  • February 06, 2019
IRS releases final guidance surrounding pass-through entity deduction

IRS releases final guidance surrounding pass-through entity deduction

On Friday, January 18, 2019, the IRS released final regulations under Section 199A, qualified business income (QBI).

  • February 01, 2019
5 risk considerations for banks to manage acquired fintech services

5 risk considerations for banks to manage acquired fintech services

Infographic examines five key risk areas banks should address when acquiring or partnering with fintech companies or third parties.

  • January 31, 2019