United States

Taxes and technology for the financial services industry


Financial services organizations navigate a range of business issues when planning strategically for themselves and portfolio companies, including ensuring regulatory compliance, mitigating risks, connecting capital and clients and leveraging key technologies. Two leading sources of concern within the current financial services landscape include tax reform and enabling security and mobility.

As first choice advisors to private equity and venture capital groups in the middle market, RSM is hosting a breakfast for our industry experts to share insights on implications of tax reform and proactive planning to enhance security and mobility for your organization.


Join RSM along with Brad Armstrong, Partner, Lovell Minnick, Chris Davis, Partner and CFO/COO, Larsen MacColl and Brian Kim, Principal, New Spring Capital as we discuss a broader array of concerns affecting financial services organizations.

Tax concerns relevant to funds and portfolio companies will include:

  • Reduction of corporate tax rates, including repeal of corporate AMT and changes to utilization of net operating losses
  • Increased CAPEX expensing and new limitations on interest expense deduction
  • Migration of US taxation of international income
  • Carried interest holding periods and new pass-through entity deductions

Security and mobility topics will include:

  • Cyber risk assessments
  • Portfolio companies - Pre-close / Post-close considerations
  • Authentication / Authorization
  • Mobility, Productivity and Data controls
  • Dark Web threats


Event details

Who should attend
Financial Service organization leaders as well as private equity and venture capital companies.

Date and time
Wednesday, July 11, 2018
8 - 10:30 a.m. 

Radnor Hotel
591 E. Lancaster Ave.
St. Davids, PA 19087

CPE credit


More information
Email Jessica Gallo or call +1 215 648 3077