Financial Institutions
JamisonMoneyFarmer PC provides a full range of services that help our financial institution clients face the complex challenges currently facing the industry. We understand the unique needs of community-based financial institutions and offer services designed to minimize tax obligations, maximize profitability, and improve compliance.
The services we provide include:
- Accounting and auditing services
- Income tax planning and compliance
- Internal audit assistance
- Independent loan reviews
- BSA compliance procedures and consulting
- Due diligence services for mergers and acquisitions
- Regulatory filing assistance
- Network and systems consulting
- Retirement plan administration, audits, and consulting
- Stock-based compensation plan consulting
- Quarterly accounting review and audit committee meetings
- Analysis of mortgage servicing rights
- Agreed-upon procedures for government agencies
- Assistance to examiners during regulatory examinations
- Ongoing consulting concerning business and tax issues
Recent Posts
JMF Office and Recent Legislative Updates
Dear JMF Clients and Friends: As we mentioned in our communication on March 14th, we are in unprecedented times. We wanted to share another update of what JMF is continuing to do to serve our [...]
Our 10 most viewed blog posts of 2011
In the spirit of wrapping up 2011, we decided to give you our ten most viewed blog posts of 2011. That means you loved them! 10. Bonus Payments are wages from November 30 9. Alabama’s [...]
Shareholder Leighanne Faught appointed to Alabama State Board of Accountancy
JamisonMoneyFarmer continues to take a leadership role in the business and CPA world in the state of Alabama. After we shared Carl Jamison's work with the Alabama Business Council last week, we are pleased to [...]
2010 Estate Tax and GST Guidance Finally Arrives!
Substance, yes, but…where's the Form? On August 5, 2011, IRS released the much anticipated Notice 2011-66 clarifying, for decedents dying in 2010, the time and manner in which an executor may elect out of the [...]