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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

4 ways banks can cater to generational trends

4 ways banks can cater to generational trends

Banks need to develop strategies for drawing customers from younger cohorts while also continuing to serve their existing customer base.

  • August 30, 2021

Managing digital change in financial institutions

Join RSM to gain a better understanding of digital and the operational benefits of having a secure, data-driven financial institution.

  • August 24, 2021
SEC auditor independence considerations for private equity funds

SEC auditor independence considerations for private equity funds

SEC auditor independence considerations for private equity funds with a registered investment adviser or an initial public offering.

  • August 02, 2021
Four things to do if your bank is eyeing digital assets

Four things to do if your bank is eyeing digital assets

Executive teams at traditional banks must learn to understand how to best be prepared for the future of banking.

  • June 15, 2021
Key digital asset considerations for financial institutions

Key digital asset considerations for financial institutions

The proliferation of digital assets has raised a host of new issues for banks and other financial institutions.

  • April 27, 2021