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Ideas & Insights

 



Insight Article

Test Page May 13

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  • DiPaola, Brian
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Insight Article

Taxable REIT Subsidiaries: Q&A Primer

Learn more about how a taxable REIT subsidiary was created to perform activities that cannot be performed directly by the REIT.

  • Luksis, John
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Insight Article

Future-proofing investment strategies

Why and how ESG, technology and data best practices will be increasingly vital for the future of private equity value creation.













Insight Article

Winning as a seller

Sellers are able to command top dollar if they go into the sales process ready to hit the ground running which includes tax preparation.

  • Wiskus, Jennifer
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Article

2021 Scholarship Winners

Congratulations to our scholarship program recipients for the 2021/2022 school year, awarded through the RSM US Foundation!



Insight Article

Do you want to build a robot?

RSM’s culture of innovation and use of robotic process automation is building new efficiencies and insights into audits of the future.








Insight Article

Real estate fund operations and advisory

By investing in back-end technologies, real estate funds can drive higher returns for investors, and evaluate deals faster than competitors.



Article

Disrupting Disruption

How the pandemic affected companies’ business models and digital transformation road maps.




















Insight Article

5 ways nonprofits can stay agile

To stay nimble, nonprofit organizations should examine these five areas to enhance their ability to adapt to change.

  • Britton, Jeff
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Insight Article

2021 Saver’s Credit

Individuals may be eligible for a valuable incentive to reduce federal income tax liability for contributing to a 401(k) plan.







Insight Article

Chapter 11 Bankruptcy and IRS Form 8937

A single-debtor Chapter 11 reorganization, may trigger a Form 8937 filing requirement for the reorganized company. Learn more about it.

  • Barton, Michael
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Insight Article

Sourcing distressed deals

By investing too early in a distressed asset, you may end up overpaying. Too late, and the attractive investments may have been snapped up.











Insight Article

Real estate debt raising

Middle market funds can bring in more equity by offering more favorable terms to LPs, but may be better off with investors who trust them.



Article

Salesforce alert — API retirement

Modify or upgrade applications to function with the most current API versions to avoid any disruptions caused by retired versions.

  • Boroughf, Bryan
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Article

Favorite Salesforce feature insights

In this month’s feature, we evaluate Spring ’21 release changes to Process Builder, as well as how Optimizer can improve system performance.

  • Boroughf, Bryan
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Insight Article

Understanding revenue sharing

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.


Insight Article

Plan documents: Save or purge?

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.




Insight Article

Cybersecurity issues for plan sponsors

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.



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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Insight Article

Re-engineered P3s

Re-engineered P3s: Engineering companies are examining their opportunities to help create value for their clients.







Insight Article

Real estate equity raising

Middle market funds can bring in more equity by offering more favorable terms to LPs, but may be better off with investors they trust.








Insight Article

Health care and life sciences deal flow

This year, the health care sector could not even wait until the second full week of January to kick off an acquisition announcement spree.





Insight Article

Deciphering the latest DFARS interim rule

The DoD has updated its DFARS rules from the existing clause to three new clauses to allow enforcement of CMMC for DoD contracts.

  • Marr, Carson
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Insight Article

President Biden's tax plan

Taxpayers should familiarize with Biden’s plan, remain vigilant for developments and position themselves to act at the appropriate times.

  • Wood, Christian
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Insight Article

Retirement Report: First Quarter 2021

In this issue, we discuss how to best handle 2021 after a tumultuous 2020. Other topics include labor and workforce, human capital and more.




Insight Article

Navigating the REIT asset tests

Despite their competitive tax advantage, REITs are subject to a complex set of compliance rules which include quarterly asset tests.

  • Furmanski, Neil
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Insight Article

Nexus in a post-Wayfair world

Business and professional services providers should consider whether sales tax collection is necessary in the wake of the Wayfair decision.

  • Blaze, Tom
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Insight Article

Beware of traps with paid time off policies

Some common paid time off (PTO) policy features cause taxable income to unexpected parties at unexpected times. Learn more here.

  • Bushman, Anne
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Article

Never going back

Companies contemplating a remote workforce should monitor the potential tax changes in states where employees may live and work.

  • Bell-Jacobs, Mo
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Insight Article

Exploring big tech market leadership

Market dominance by a narrow number of stocks has tempted investors to abandon diversification which is not the best long term strategy.











Insight Article

The 2020 checklist

Real estate investors are ready to close the books on 2020. Here are 10 smart moves for real estate investors to consider at year’s end.

  • Andiorio, Kelly
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Insight Article

Getting to yes with digital assets

Asset managers face unique challenges incorporating digital assets into their portfolios – but it can be done.

  • Briggs, Todd
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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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Article

Two way messaging with customers

Digital engagement, part 2: Salesforce Digital Engagement connects multiple messaging systems for a seamless customer service experience.

  • Yang, Andy
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Insight Article

Policy snapshot: Life sciences

Biden plans to expand Medicare, a move that the Congressional Budget Office estimates would cut drug spending by $450 billion over 10 years.




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.





Insight Article

Policy snapshot: Banking

With Biden’s big-ticket items such as tax changes almost certainly off the table, the focus of banking will shift to regulation.





Insight Article

Policy snapshot: Energy

Companies should assess Biden’s pledge to invest $1.7 trillion over the next 10 years toward the goal of achieving 100% clean energy.












Insight Article

Tax Summit Week 2020 Covered Ground

A recap of presentations, top questions and highlights from virtual sessions held at the 2020 RSM annual tax summit.











Article

Dotted lines to data equal despair

Data is key to organization success. Transformation of an organization requires the dots to be connected in order to be successful.

  • Rhodes, Troy
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Insight Article

2020 state and local tax legislative recap

State tax planning opportunities to consider in light of COVID-19, the resulting economic crisis and evolving tax laws and regulations.

  • Bell-Jacobs, Mo
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Insight Article

An inconclusive outcome

No clear outcome Tuesday night brought uncertainty, financial market volatility and political risk across the business world.



Article

"Fall" into The RSM Classic

A message from Team RSM Member, Zach Johnson, resident of Sea Island, GA, home of The RSM Classic, a PGA TOUR event.















Article

Unified loss rules

Learn how the U.S. Consolidated Return Unified Loss Rules affect mergers and acquisitions and how taxpayers can benefit from some elections.

  • Barton, Michael
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Article

The board's role in change management

The Covid-19 pandemic, economic uncertainty and significant social­ unrest have brought waves of change not seen in more than a century.






























Insight Article

Flatten the curve - close with quality

CFO Playbook Series, part 3: How to close with quality and flatten the curve process through a risk-based, data-driven approach.