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.

2009 Foreign Bank Account Filing Requirements
The IRS has published guidance addressing who should be filing foreign bank account report forms (FBAR) by the June 30, 2010 deadline, providing relief for foreign hedge funds, private equity funds and U.S. persons with only signature or other authority for 2009 activity.

Section 1256 Foreign Qualified Board or Exchange Listing
The IRS has actively been updating its list of qualified boards or exchanges pursuant to section 1256(g)(7) of the Internal Revenue Code, adding three foreign-based exchanges over the last year

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

Investment Industry Insights

The quarterly newsletter follows developments in accounting and finance and places them in the context of current events and changes in economic and marketplace trends.


Events / Webcasts


FATCA and the new Common Reporting Standards

  • March 30, 2017


Trends in business development companies 2017

  • May 15, 2017


FATCA and the new Common Reporting Standards

  • March 30, 2017