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Financial Reporting Insights

Credit losses: FASB codifies SAB 119

The Financial Accounting Standards Board recently added Staff Accounting Bulletin 119 to its Accounting Standards Codification.


Article

Designing an integrated digital ecosystem

Learn the building blocks of an integrated digital ecosystem that can limit risk and better enable growth without increasing cost.

  • Courtney, Mike
  • |

Financial Reporting Insights

GASB issues omnibus statement

A recently issued GASB Statement includes guidance addressing various accounting and financial reporting issues.






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
  • |










Financial Reporting Insights

Reviews, compilations and preparations

Recently issued SSARS 25 addresses materiality in a review of financial statements and adverse conclusions, among other matters.




Recorded Webcast

Cloud strategies for Dynamics GP

Microsoft Dynamics GP users will learn more about available cloud solutions and which one makes the most sense for your business.


Insight Article

4 energy trends to watch in 2020

What is the US energy industry doing to make electricity "smarter" in 2020 and beyond? Find out the most important considerations.























AML and Compliance News

Time to revisit flood insurance policies

Recent regulatory violations and concerns should lead financial institutions to be proactive in reviewing flood insurance policies.

  • Fair, Honor
  • |


AML and Compliance News

Apple fined for OFAC screening violations

In the wake of a tech giant’s violations, the importance and impact of a sanctions screening program for nonbanks should be overlooked

  • Dour, Vincent
  • |





Insight Article

Incident Response Guide

All companies will likely suffer an information security incident; learn how to limit damage to systems and data with a quick response.

  • Renshaw, Sean
  • |






The Real Economy

The Real Economy: Volume 62

We explore 2020’s economic outlook, USMCA opportunities, female workforce majority, farm lenders as advisers and retail digital trends.



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
  • |






Recorded Webcast

Generational Change Management

Recruiting and retaining your best and brightest people has never been more critical to your business’s success than it is now.













Insight Article

Sarbanes-Oxley: What's trending in 2020

Trends and changes you need to be aware of in the SOX 404 landscape. Get ahead of the shifting expectations for 2020.

  • McCarthy, Kristen
  • |









Weekly Market Commentary

2020 outlook: What could possibly go wrong?

Investors are now asking what, if anything, will derail markets from moving higher. Will a reversal in 2020 mean we’re back to the races?




Special Report

The Real Economy: Industry Outlook

Get data-driven economic insights and sector outlooks provided by RSM senior analysts on a variety of middle market industries.



Insight Article

Retirement Report: First Quarter 2020

In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.









Recorded Webcast

On the Sarbanes-Oxley radar

Get a head start on your 2020 SOX compliance plan by joining RSM’s national leader for process risk and controls.



Article

Simplifying cost variance analysis

In a standard cost system, often you will find three cost variance accounts: material, labor and overhead (burden).

  • Draftz, Tim
  • |


Article

The myths of digital for community banks

As we work with community size financial institutions across the country, we have heard a few myths we would like to “bust” for you.

  • Jensik, Olivia
  • |






















White Paper

BlackLine for Retail

Transforming retail accounting processes in an era of unprecedented industry change. Leveraging BlackLine for automation.




Recorded Webcast

Transformation of tax

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


Recorded Webcast

Keeping up with Power BI updates

Join RSM as we review and demonstrate some of the top updates to Power BI Desktop and Power BI Service from the last year.















The Real Economy

The Real Economy: Volume 61

We explore consumers’ impact on the economy, global growth, manufacturing’s equipment-as-a-service concept and middle market sentiment.








Financial Reporting Insights

IAASB enhances and modernizes ISA 315

The IAASB recently issued a revised standard, ISA 315, for identifying and assessing risks of material misstatement.











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
  • |






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
  • |

















Insight Article

The Libor countdown—are you ready?

Concerns have been raised that replacing Libor with an alternative reference rate may trigger a number of challenges.

  • Gaiso, Michael
  • |







Recorded Webcast

Year-end in Dynamics GP

Attend our 3-part year-end webcast series for important changes you need to consider for Microsoft Dynamics® GP at year-end.





Article

Pursuing My Passion

Barbara Adler, a tax manager out of our Dallas office, is one of RSM’s 2019 Pursue Your Passion winners. Read about her experience!


Financial Reporting Insights

GASB proposes implementation guidance

The Governmental Accounting Standards Board (GASB) proposed guidance to clarify, explain or elaborate on recent GASB Statements.














Infographic

The 2019 Checklist

As the end of the current business cycle approaches, real estate investors face increasing risks. Here are year-end resolutions for 2019.

  • Andiorio, Kelly
  • |

Insight Article

Middle market trend watch: ESG

Are middle market businesses using environmental, social and governance methods to measure responsible business practices?



The Real Economy

The Real Economy: Volume 60

We explore the 2020 economic outlook, industrial production, thriving through a slowdown, and measuring responsible business practices.


Recorded Webcast

Year-end in Dynamics SL

Please join us for our annual Microsoft Dynamics SL year-end closing webcast presented by our Dynamics SL support manager, Randy Andrews.


Recorded Webcast

Blockchain for boards

Learn how boards can best understand blockchain, how to utilize in their organizations, and what types of efficiencies it can provide.

  • Schulman, Jay
  • |




Insight Article

Cybersecurity - what's old is new again

The online credentials for some Disney+ users were recently compromised. Learn why this happened and what companies can do about it.

  • Renshaw, Sean
  • |

Insight Article

Q3 venture capital trends summary

From funding to financing, venture capital activity through the third quarter of 2019 has been record breaking.

  • Kothari, Hitesh
  • |


Financial Reporting Insights

SEC Staff Accounting Bulletin No. 119

SAB No. 119 includes SEC staff interpretations regarding policies and procedures for developing CECL models and related matters.


Financial Reporting Insights

Proposed Codification improvements

The Financial Accounting Standards Board recently proposed changes to clarify, and make minor improvements to, the Codification.





AML and Compliance News

OCC announces operating plan for 2020

Understand revisions to the Office of the Comptroller of the Currency’s operating plan to get ahead of next year’s examinations.

  • Heppenstall, Carl
  • |







Article

Welcome home

Manager Chris traveled from Baltimore to Sea Island to attend The RSM Classic as our 2019 national Birdies Fore Love co-chair.





Financial Reporting Insights

2019 Audit Committee Transparency Barometer

A recent publication by the CAQ and Audit Analytics gauges how audit committees approach communication of oversight activities.




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.







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
  • |





Article

An evening under the stars

Tax Manager Jason Miller shares an account of his time at this year’s RSM Classic as our Detroit office's Birdies Fore Love leader.











Article

Supporting National Philanthropy Day

It’s National Philanthropy Day, and we’re gearing up for one of our biggest philanthropic events of the year: The RSM Classic.


Audiocast

Q3 2019 Dealmaker Roundup

A panel of private equity deal experts address Q3 deal activity and share thoughts on investment opportunities in financial services.



Recorded Webcast

2019 CRM Webcast Series

Join RSM for our 2019 CRM webcast series. Each webcast will feature insights and updates that you can put to use in your daily activities.












White Paper

The real cost of a data breach

RSM is a sponsor of the NetDiligence® 2019 Cyber Claims Study, which provides greater insight to data breaches and associated damages.

  • Geopfert, Daimon
  • |
















Insight Article

Managing more with less

RSM asks Shilpa Dulani, director of foreign operations and financial reporting at real estate firm, A&E, about the firm’s use of technology.



The Real Economy

The Real Economy: Volume 59

We explore the uncertainty tax drag on the economy, Canadian election aftermath and how retailers can address shifting consumer confidence.






White Paper

Valuing management incentive units

Understand why a valuation should be performed when management incentive units are issued, modified or when there is a change in ownership.

  • Hill, Lindsay
  • |





Recorded Webcast

Improving the Outcomes for Hawaii

Hawaii’s Department of Health Behavioral Health Administration is focused on better outcomes for the population and supporters.


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
  • |


Article

Welcome to the 2019 RSM Classic!

A message from 2013 RSM Classic Winner and Team RSM Member, Chris Kirk, and a former resident of Sea Island, GA.


Financial Reporting Insights

2019 Effective Date Reminder

Our Effective Date Reminder lists pronouncements issued as of Nov. 1, 2019, which became effective on or after Jan. 1, 2019.







White Paper

Making your cloud a secure cloud

The cloud and cloud security are two different things. Middle market companies must understand how to effectively secure data in the cloud.







Recorded Webcast

Creating a data-driven modern workplace

Microsoft tools including Azure, Power BI, SharePoint and Microsoft Teams can help you gain access to data and create reports faster.


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
  • |


Weekly Market Commentary

Recession risk and strategic asset allocation

It is important for investors to focus on long-term strategic asset allocation in the face of short-term economic headwinds.

  • Lamoutte, Keith
  • |

































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
  • |


Article

Comforting quilts

Each Pursue Your Passion winner is awarded with $10k and 9 days of PTO to help them pursue their passions. Read about Lucrecia's experience!