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Ideas & Insights

 




Live Webcast

Qualified opportunity zones

QOZ funds, operating businesses and private investors should understand the practical application of the final QOZ regulations.



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

IRS releases electronic Form 1023

The IRS released the electronic Form 1023 and guidance for mandatory use of the online application, effective February 1, 2020

  • Mitchell, Alexandra
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Recorded Webcast

Transformation of tax

RSM's virtual summit on transformative tax issues facing the middle market is available as an on-demand webcast.















Tax Alert

SECURE Act impacts employer plans

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

  • Andrioff, Joni
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Recorded Webcast

Are you ready to comply with DAC 6?

DAC 6 will introduce five different “hallmark” categories that represent an indication that a transaction may have a risk of tax avoidance.


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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Recorded Webcast

Private client services year-end webcast

An update on pressing tax issues that individuals and family businesses should consider before Dec. 31 as well as in the year ahead.


In-Person Event

RSM Davenport tax planning series

RSM’s Davenport office is introducing a tax planning series that will include three sessions: Sept. 19 and Nov. 21, 2019, and Jan. 16, 2020.



Recorded Webcast

Annual tax update for exempt organizations

Join RSM for our annual tax update webcast as we review the current tax landscape for exempt organizations as well as look ahead to 2020.

  • Mitchell, Alexandra
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In-Person Event

IMA 5th Annual Tax Conference

Attend this program providing the latest information on tax changes, issues and solutions designed specifically for manufacturers.



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

IRS TE/GE 2020 Program Letter released

The IRS Tax Exempt and Government Entities division released the Fiscal Year 2020 Program Letter on Oct. 17, 2019.

  • Mitchell, Alexandra
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Insight Article

New Hampshire adopts market-based sourcing

Market-based sourcing effective for periods ending on or after Dec. 31, 2021, for the Business Enterprise Tax and the Business Profits Tax.

  • Chadwick, Dan
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Insight Article

EU's VAT action plan 'Quick Fixes'

More than $750bn VAT revenue has been lost across the EU over a 5-year period from VAT fraud and more significantly to noncompliance.

  • Stocks, Duncan
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Tax Alert

IRS releases draft 2019 Schedule K-1s

Recently released draft 2019 Schedule K-1s showcase a major shift in reporting that may begin with the next filing season.

  • Decker, Ed
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Insight Article

Emerging issues for the family office

From taxation complexity to understanding cyberthreats, what are today’s top five concerns for family offices?

  • Abeles, Randy
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Tax Alert

Timely mailed is not always timely filed

Court dismisses a tax refund suit for lack of jurisdiction, though postmarked before the statute of limitations expired.

  • Solodchikova, Alina
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Insight Article

Phantom income in real estate

Varied taxable income can lead to fluctuations in the real estate life cycle. Minimize exposure to phantom income with these considerations.

  • Cohen, Andrew
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Insight Article

Illinois enacts broad tax changes

The 2019 legislature passed several tax changes, issued marketplace facilitator rules and provided additional credits and incentives.

  • Kolosky, Bob
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Tax Alert

IRS provides relief for taxpayers

Final regulations reduce the amount determined under section 956 for certain domestic corporations that own stock in foreign corporations.

  • Chesman, Adam
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Tax Alert

Senate passes Taxpayer First Act

The Senate recently passed the Taxpayer First Act after eliminating the controversial Free File Program from the bill.

  • Burquest, Patti
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Tax Alert

Hawaii enacts market-based sourcing

Effective for tax years beginning after Dec. 31, 2019, market-based sourcing adopted for services and intangibles.

  • Barash, James
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Tax Purchase Price Allocation

Buyers and sellers should take into account tax and regulatory changes when considering tax purchase price allocations.


Tax Alert

IRS announces end to faxed transcripts

IRS publishes termination date to end faxed and third-party mailed tax transcripts in its continuing effort to protect taxpayer privacy.

  • Solodchikova, Alina
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Insight Article

Georgia amends various tax credits

The Historic Rehabilitation Credit, Quality Jobs Tax Credit, and Manufacturing Investment Tax Credit are all impacted by new legislation.

  • Calafell, Rob
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Insight Article

Tax implications of hard forks and airdrops

Not all digital assets are received through an exchange; airdrops and hard forks create another layer of complexity for taxpayers

  • Moore, Bennett
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E Book

IRS Audit Survival Guide

What happens if you get audited by the IRS? Download our IRS Audit Survival Guide to learn how to navigate IRS examinations and lower risk.

  • Burquest, Patti
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Insight Article

Revisiting at risk rules for partnerships

Proposed Sec. 465 regulations provide significant guidance and detailed examples of the application of the at-risk rules for partnerships.

  • Carney, Vicki
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Tax Alert

Section 965 filing reminders

With the second installment of taxpayer’s section 965 liability due soon, there are several items to remember before the filing deadline.

  • Camacho, Ramon
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