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Ideas & Insights

 



























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

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.













Recorded Webcast

Tax planning in an election year

Join our professionals as they discuss November’s presidential election, tax planning opportunities and the potential changes ahead.










Recorded Webcast

COVID-19 family office webcast series

RSM is pleased to provide a series of webcast discussions that will drill into the operational planning perspective family offices now face.
















































Insight Article

Law firms, coronavirus and state taxes

Law firms and professional services businesses are experiencing challenges with the COVID-19 pandemic, creating state and local tax issues.

  • Blaze, Tom
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Tax Alert

CARES Act becomes law

Act contains broad relief for individuals and businesses; includes funding vehicles, recovery payments, and modifications to TCJA provisions

  • Mitchell, Alexandra
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Tax Alert

The CARES Act passes

Today, the House of Representatives passed the CARES Act on a voice vote and the President signed the bill enacting it into law.

  • Wood, Christian
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Insight Article

Financially distressed company tax issues

During a debt workout or restructuring, it is critical that businesses evaluate their restructuring options and the related tax impact.

  • Gruidl, Nick
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Recorded 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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Recorded Webcast

Transformation of tax

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













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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Insight Article

Who controls an ESOP-owned company?

This article explores the parties involved and decision-making processes that occur when an ESOP owns a portion, or all, of a corporation.

  • Bushman, Anne
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Video

Business succession planning considerations

Successful succession planning requires discipline. RSM business succession professionals share tips building a team and transition tips.

  • Gorochow, Mitch
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Insight Article

Organizational alignment assessment

Learn how assessing your business’ structure, planning and communication channels can realign you for a more strategic and strong future.

  • Jensen, Bob
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Insight Article

How to transfer carried interest

When it comes to estate planning, GPs would be wise to consider gifting the ownership of carried interest, and getting it properly valued.

  • Hill, Lindsay
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Tax Blog

Pension maximization (or "pension max")

Pension max is often offered to individuals as a way for couples to more affordably manage life insurance expense. But as with many financial ...













Tax Alert

Proceed with caution in self-directed IRAs

Two tax court cases remind individuals to be careful in the management of their self-directed individual retirement accounts (IRAs).

  • Bushman, Anne
  • |















NCAA compliance and advisory

As collegiate athletics evolves, RSM is helping colleges and universities be proactive in reducing risk and enhancing compliance processes.





Recorded Webcast

See PartnerSight in action

Find out how to unlock your data to maximize the value of your tax compliance function, plus hear answers to frequently asked questions.












Family Offices

Save time with automated processes and superior multi-entity management and deliver clear guidance with customized reports and insights








Insight Article

Family Business Transition

Leading family through a successful family business transition is often emotional. Consider these issues in your succession planning.