Ideas & Insights

Businesses with San Francisco activity should be prepared to understand a number of recent changes and updates to city tax law.

In this short video, we bring you up to date on the final carried interest regulations and give guidance on actions fund managers may take.

RSM’s Jason Kuruvilla provides insights on portfolio management, smart investing and what the impact of COVID-19 means for the future.

In line with decades of case law and rulings, IRS ruling looks to benefits and burdens of ownership to determine tax ownership.

Collaborative investing: Partnering with other families, PE and independent sponsors. Watch as four family office leaders share insights.

Treasury and the IRS release final guidance to exempt organizations for separately computing UBTI under section 512(a)(6).

Final section 864(c)(8) regulations clarify rules for foreign partners with ECI from transfers of partnership interests.

Misconceptions about the federal research and development tax credit leave many companies paying more tax than required.

RSM is pleased to offer a three-part webcast series exploring how family offices can take a holistic approach to technology ecosystems.

IRS releases a statement announcing that the application period for the CAP program is now open to qualifying corporations for 2021.

This webcast will discuss carried interest regulations and what the proposed rules mean for investment fund managers.

Proposed carried interest regulations are mostly as expected with a few new items and detailed computational rules.

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

The recent IRS Notice provides relief in the form of flexibility for investment timing and testing periods for QOFs and their investors.

The CARES Act includes beneficial tax relief. Coupled with sophisticated planning, now is the time to revisit your individual tax strategy.

The U.S., Cayman, and other jurisdictions extend deadlines for filing FATCA and CRS reports, but exams and compliance programs continue.

The economic impact of COVID-19 is immense. Distressed companies in need of capital may drive future M&A deals.

Corporate taxpayers filing a consolidated return have an added layer of rules to navigate when carrying back a net operating loss.

The IRS provided long-awaited guidance for taxpayers anxious to take advantage of the NOL provisions in the CARES Act.

Recent guidance provides that certain deadlines, including the allowable time to invest in a QOF, are now extended because of COVID-19.