Ideas & Insights

Boards should ensure all key players have the time and information to perform their financial reporting oversight responsibilities.

Use of subscription lines has long been a feature of private equity, but a marked increased triggers calls for enhanced disclosure.

In the midst of pandemic and social unrest, companies can make lasting change. This commitment is facing perhaps its greatest test yet.

Open banking is a regulatory framework that guides how financial institutions create, share and access consumer financial data.

Here are five lasting changes for private equity firms that will follow COVID-19 and how deal-making will go on—it just may look different.

As the Main Street Lending program rolls out, family offices that are eligible must consider pitfalls of borrowing one.

Portfolio managers of investment companies are considering the impact of COVID-19 and economic conditions on their March 2020 valuations.

Since the World Health Organization declared COVID-19 a global pandemic, scammers are taking advantage of financial institutions.

Securities and Exchange Commission has provided some relief to regulated investment companies, but Internal Revenue Service has yet to act.

The decision may impact sourcing positions taken by the financial service industry for New York State and New York City tax purposes.

Taxpayers should contact their tax professionals to proactively discuss documentation needed to withstand IRS scrutiny.

State tax cash-flow maximization and risk minimization are available for private equity groups and their portfolio companies.

As companies seek sources of financial relief from coronavirus pandemic, learn these key considerations in claiming business losses.

Financial services businesses providing software and services to Illinois customers may have multiple transaction tax obligations.

As the human and economic toll of coronavirus mounts, no sector of the economy has been immune from a downturn, including family offices.

U.S. investment funds, banks and other FIs with foreign investors may need to remediate volumes of tax withholding certificates.

If adopted, the accredited investor definition will be a test family office investors will need to pass before investing in private markets.

Fund management companies face difficult challenges in determining their state income tax filing obligations and apportionment rules.

Holders of IRAs may need to withhold 10% federal tax and file Form 1099-R when escheating certain IRA distributions.

Illicit Cash Act, Sanctions and Artificial Intelligence are among RSM's key takeaways from the ABA financial Crimes conference.