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Recorded Webcasts

We proudly sponsor and participate in events and webcasts that provide innovative ideas and opportunities for you to improve and grow your business. View recordings of past webcasts where RSM professionals were involved as speakers, presenters, and recruiters.














Insight Article

Overview of the 2020 Mexican tax reform

In early September, Mexico released a proposed tax reform package with significant changes in the country’s international tax regime.

  • Lopezlena, Edgar
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Tax Alert

New developments in debt equity regulations

IRS to retain regulations treating some related party debt as equity, but will propose rules easing one of the regulations’ harshest rules.

  • Gottschalk, Stefan
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Insight Article

Financially distressed company tax issues

During a debt workout or restructuring, it is critical that businesses evaluate their restructuring options and the related tax impact.

  • Gruidl, Nick
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RSM Services

Restructuring Tax Services

Seeking tax advice is critical when a company is considering refinancing or modifying debt obligations or filing for bankruptcy.





Tax Alert

CARES Act becomes law

Act contains broad relief for individuals and businesses; includes funding vehicles, recovery payments, and modifications to TCJA provisions

  • Mitchell, Alexandra
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Tax Alert

Revised Form 941-X

The final version of Form 941-X Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund has been released by the IRS.

  • Field, Karen
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Insight Article

Connecticut use tax penalties

Connecticut classifies use tax noncompliance as a felony, creating potential for serious repercussions for taxpayers and tax preparers alike.

  • Kirkell, Brian
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Insight Article

VAT and customs: Benefiting from Brexit

Now that we are post-Brexit and new rules have been released, companies must quickly move from planning to execution stage.

  • Butler, Steve
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RSM Services

FamilySight

FamilySight, RSM’s new family office dashboard software, enables strategic planning by integrating real-time data.








Recorded Webcast

COVID-19 family office webcast series

RSM is pleased to provide a series of webcast discussions that will drill into the operational planning perspective family offices now face.
















Article

Technology, taxation and representation

RSM and PERE magazine discuss how technology is transforming real estate investors’ abilities to scenario plan and evaluate tax obligations.

  • Collins, Brad
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NCAA compliance and advisory

As collegiate athletics evolves, RSM is helping colleges and universities be proactive in reducing risk and enhancing compliance processes.






















Tax Alert

Final 2020 Form W-4 released

The IRS has released the final version of Form W-4 reflecting changes to employee withholding from the Tax Cuts and Jobs Act.

  • Ellenwood, Tim
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Insight Article

Who controls an ESOP-owned company?

This article explores the parties involved and decision-making processes that occur when an ESOP owns a portion, or all, of a corporation.

  • Bushman, Anne
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Insight Article

IRS rules on LLC sponsorship of an ESOP

The IRS issued a private letter ruling indicating that in some cases LLC units can qualify as employer securities for ESOP purposes.

  • Bushman, Anne
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RSM Services

Partnership Tax Planning

Understanding when to contact partnership tax professionals is key to avoiding unnecessary costs and problems.






















Insight Article

New revenue recognition guidance is looming

Even though the tax rules have not changed, a change in book recognition could create a change in the tax method of accounting.

  • Wood, Christian
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Insight Article

Do I owe US tax on my foreign pension plan?

Determining U.S. reporting and tax obligations resulting from an individual’s foreign pension plans differs by plan and may be challenging.

  • Kowalska, Patrycja
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Video

Business succession planning considerations

Successful succession planning requires discipline. RSM business succession professionals share tips building a team and transition tips.

  • Gorochow, Mitch
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RSM Services

Family Office Security

Is your family office at higher risk for identity theft and cyberattacks? Learn how to improve data security for your family office.
















































RSM Services

Tax Advisory and Structuring

RSM’s tax advisory team provides clients with tax structuring recommendations that best align to their goals for the transaction.






Insight Article

Policy snapshot: Family offices

Now that Democrats’ best-case scenario in the Senate is a 50-50 split, it is safe to expect significant challenges to tax policy changes.


Resource Center

Affordable Care Act

Our benefits team can assess the financial impact of the Affordable Care Act and help implement a customized ACA strategy for your company.


Muse

Benefits review for nonprofit executives

Compensation arrangements for senior management of nonprofits should be reviewed regularly to ensure proper treatment for tax purposes.

  • Turco, Bill
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RSM Services

Employee Benefit Plan Audit Services

RSM is a leading provider of employee benefit plan audit services, committed to understanding unique challenges within our clients’ plans.


Non-Qualified Plans

Nonqualified plans are often used as an important tool to attract and retain executives and other key talent.


White Paper

The devil is in the details

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.







Audiocast

Making the case for outsourcing

Listen to RSM’s podcast series to learn how outsourcing key functions can help organizations stay focused on growing their business.

  • Cashin, James
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