Article
March 18, 2025
Recapping a significant year for the SBIC program and what’s ahead in 2025
A look at the state of the SBIC program through the rest of 2025.
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Perspectives and best practices for asset management companies
Outlook
March 12, 2025
The great consolidation: Market forces drive asset manager transactions
Market forces are driving consolidation in the asset management space.
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Recorded webinar
December 12, 2024
The cost of capital and the lower middle market
RSM’s Kevin Depew discusses interest rate changes and their impact on lower middle market businesses.
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Article
November 17, 2024
Optimizing digital assets for tax efficiency
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Recorded webinar
August 14, 2024
Distressed debt tax challenges: The impact on private credit and debt funds
Live webcast addressing the tax impact on private credit and debt funds invested in distressed debt instruments.
Watch
Article
August 08, 2024
The rise of retail friendly investment products
Retail-friendly investment products are becoming more popular.
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Article
July 01, 2024
The tax alpha advantage
As the importance of tax-efficient investing continues to grow, fund managers who can consistently generate tax alpha will be well-positioned to succeed in the competitive world of asset management.
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Article
February 27, 2024
People power: How private equity talent strategies drive sustainable value
Private equity talent strategies can drive sustainable value.
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Article
February 14, 2024
SEC Rules: Buying & selling securities as a part of a regular business
The SEC’s latest rules will impact a number of entities in the financial services market.
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Article
December 22, 2023
Changes in federal form 1099 filing requirements may impact state filings
As millions prepare to file federal forms 1099, the obligation to file state equivalent returns is often overlooked.
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Article
December 01, 2023
Industry revenue recognition white papers updated
Updated revenue guidance is available for professional services, technology, life sciences, government contractor and insurance entities.
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Article
December 01, 2023
Tax Court rules state law limited partner may be subject to self-employment tax
The Tax Court ruled that holding a state law limited partnership interest is not, by itself, enough to avoid self-employment tax.
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