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Ideas & Insights

 



Investment Industry Insights

Strategic planning for partnership audits

New rules giving partnerships discretion in assigning liability for tax audit adjustments could make it easier to attract new partners.

  • Susswein, Don
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Insight Article

Taking on (or partnering) with fintech

Three important questions every community bank CEO should consider when competing or partnering with fintechs.

  • Churchill, Christina
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Insight Article

Opportunity Zones: IRAs for Capital Gains

Participants at our 10th Annual RSM New York Investment Industry Summit gained insights on new opportunity zone tax incentives

  • Susswein, Don
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Financial Reporting Insights

SEC reporting changes for RICs and BDCs

A recent SEC Release includes reporting changes for registered investment companies and business development companies.