Specialty Finance Services

How do you best balance the combination of credit facilities' securitizations, debt offerings, and other instruments necessary to fund your loans and most effectively address the numerous accounting and tax issues that these instruments create? What are your best options for funding growth securing the success of your owners or investors—an IPO? Private equity? A merger or acquisition? In an industry that's making money while many others are struggling, are you taking advantage of every opportunity to control your overall tax exposure?

At RSM we understand your issues because our dedicated specialty finance professionals work full time serving your industry. We understand your industry because we are recognized contributors to the American Financial Services Association (AFSA). And we will understand you—your company, your goals, your unique needs—because that is the foundation of everything we do.

That's the power of being understood.

Compliance news

Exam procedures updated for TRID rules

The CFPB, FFIEC and OCC have updated exam procedures to reflect TILA-RESPA Integrated Disclosure Rules changes.

Treasury may hold financial institutions liable for government ACH loses

Treasury may hold financial institutions liable for incorrect ACH enrollment information if an erroneous or fraudulent payment and a loss result.

CFPB publishes consumer advisory on benefits protected from garnishment

CFPB’s consumer advisory on the protection of federal benefit payments from garnishment is a reminder to review procedures.

Most popular insights


Specialty lenders need to start preparing for CECL now

Understand the choices specialty finance companies need to make to comply with CECL’s new approach to measuring and reporting credit losses.


A turnkey outsourced accounting solution for a receivables portfolio

How RSM helped a joint venture receivables portfolio meet strict accounting and reporting needs through a sophisticated outsourced solution.

Deterring and detecting internal and external fraud for specialty lenders


Deterring and detecting internal and external fraud for specialty lenders

What specialty lenders are saying about internal and external fraud—and four ways you can improve deterrence and detection.


The value of finance and accounting outsourcing compared to insourcing

Finance and accounting outsourcing decreases costs for both transactional and strategic functions while enhancing processes, technology and controls.


Utilizing the compliance management system framework for vendor management

All regulated financial service entities must address evolving compliance and vendor management guidelines to protect consumers and avoid penalties.

Fraud survey highlights unique control issues for specialty lenders


Fraud survey highlights unique control issues for specialty lenders

Survey highlights unique fraud control issues for specialty lenders and highlights 4 fraud control strategies.

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or

Rapid Assessment®

Complete our CFPB Readiness - Rapid Assessment form to be contacted about receiving our "quick-hit" diagnostic of your critical areas of operations.



Financial Institution Insights
Delivers news and information critical to financial institution professionals. The bimonthly newsletter tackles issues ranging from information technology security to regulatory compliance to operational improvement.

Compliance News
For the banking and investment industry. Gain insights about the latest compliance news and how it will affect your business.



Regulatory compliance webcast - Summer 2016

  • August 16, 2016


Regulatory compliance webcast series - Spring 2016

  • March 30, 2016


PCI compliance: The missed risks for financial institutions

  • June 25, 2015


Morris Marshburn
National Practice Leader