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Ideas & Insights

 



Live Webcast

Tax innovation webcast series 2021

RSM’s tax innovation webcast series covers technology that makes compliance at all levels more efficient for partnerships and corporations.


































Insight Article

Arizona flat tax gets new lease on life

Arizona budget proposals reduce rates, keep the flat tax alive for future years, and provide a rate cap for high earners.

  • Kirkell, Brian
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Insight Article

New Jersey officials strike budget deal

New Jersey budget deal commits less than 5% of the state’s budget surplus to tax relief, ignoring mobile individuals and businesses.

  • Brunori , David
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Tax Alert

Iowa continues tax reform efforts into 2021

Tax bill makes significant changes to rules affecting income taxes, inheritance taxes, credits, bonus depreciation and federal conformity.

  • Kirkell, Brian
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Insight Article

Tax-free student loan payments

COVID-19 legislation permits taxpayers to provide tax-free payments for certain student loan payments through 2025.

  • Bushman, Anne
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Tax Alert

Nebraska cuts corporate income tax rates

Nebraska enacts corporate income tax rate reductions over the next two years while promising more reductions in subsequent measures.

  • Wessbecker, Joe
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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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Tax Policy Now

Tax policy helps shape business strategies and results. RSM’s tax leaders break down what tax laws and regulations mean for taxpayers.


Insight Article

Winning as a seller in a frenzied M&A market

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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Recorded Webcast

Made in America Tax Plan update

RSM’s webcast explores the American Jobs Plan and the Made in America Tax Plan and what they could potentially mean for the middle market.




Infographic

Transfer Pricing Myth Busters

As business models grow more complex, we’re debunking some commonly held misconceptions about how companies think about transfer pricing.

  • Singh, Anju
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Audiocast

The tax function as value-add lever

Allocation and tiering leader PartnerSight addresses challenges of getting private equity data tax-ready, helping finance teams drive value.

  • Demas, Lauren
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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

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

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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Financial Reporting Insights

Proposed quality management standards

The Auditing Standards Board has issued three proposed new standards for quality management at the firm and engagement levels.











Video

Tax planning for family offices

Matt Talcoff, RSM partner and national industry tax leader, and GrowthTV discuss the tax issues family offices should consider in 2021.














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

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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Tax Alert

IRS releases electronic Form 1024-A

Section 501(c)(4) organizations must submit applications for tax-exempt status to the IRS electronically through pay.gov.

  • Mitchell, Alexandra
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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

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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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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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

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.





Recorded Webcast

Ask the Experts: What's new with PPP?

While guidance for PPP loan forgiveness and accounting continues to create new sets of questions, RSM specialists discuss pressing issues.









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
  • |