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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

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
The clock is ticking on the end of Libor: Does your firm have a plan?

The clock is ticking on the end of Libor: Does your firm have a plan?

What makes the shift from Libor challenging is how deep and interwoven it is in every corner of the financial services industry.

  • August 10, 2020

Payment card industry compliance for financial institutions

Many financial institutions are required to comply with PCI DSS. Here is a guide to help them achieve and maintain PCI compliance.

  • July 31, 2020