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.

Related Insights


Managing competing operational risks under CRS and FATCA

Learn what financial institutions need to know to comply with the Common Reporting Standard and the Foreign Account Tax Compliance Act.

  • Aureon Herron-Hinds, Ben Wasmuth
  • |
  • March 29, 2017


Investment Industry Insights
This bi-monthly newsletter focuses on accounting, tax and regulatory news for the asset management industry.

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.

AML & Regulatory Compliance News
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

Events / Webcasts


27th Annual Economic Forecast – Wilmington

  • January 10, 2019