Tax Planning

Tax codes change continually and are increasingly complex. Tax advisors with financial services industry expertise can point out specific steps your institution can take to comply and plan ahead to reduce liability.

Through our work with hundreds of financial institutions, Crowe Horwath LLP has a thorough understanding of industry tax issues and Internal Revenue Service positions. Since our practice is aligned by business unit (rather than geography), our knowledge of tax issues doesn’t stop at state borders. Crowe becomes your single, trusted source of tax planning advice regardless of organizational size and jurisdictions served.

In addition to providing federal, and state and local, tax planning, we assist financial institutions with income tax planning, sales and use tax planning, property tax planning, and franchise tax planning. We provide due diligence services and tax planning for mergers and acquisitions. Financial institutions seek our help with Subchapter S conversions, and with qualified/nonqualified executive compensation planning.

Since tax planning is one of Crowe’s core services, expect to work with highly qualified professionals who serve financial institutions exclusively. Crowe invests in training and education to keep our people on top of emerging issues. An internal committee comprising our leading tax experts meets regularly to explore new tax strategies for the benefit of our financial institution clients. Our senior tax professionals perform a high percentage of the fieldwork themselves, giving you access to our most experienced people.