Ideas & Insights

Taxpayers should familiarize with Biden’s plan, remain vigilant for developments and position themselves to act at the appropriate times.

Managing the risk of business email compromise and other cyberattacks through proactive family office cybersecurity assessment.

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.

Final carried interest regulations ease rules for capital interest allocations as well as related party transfers.

Disaster relief may provide liquidity for individuals and businesses located in areas affected by presidentially declared disasters.

A look at the impact of Brexit on tax treaties and on the operation of tax law internationally in the new year.

The Internal Revenue Service issued proposed regulations establishing a user fee to request estate tax closing letters.

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

German tax may apply to payments for the licensing or sale of German registered IP, even if neither party resides in Germany.

Learn why the IRS is increasing its scrutiny on high net worth athletes and entertainers, and what can be done before an audit.

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

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.

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

Section 1202 could provide small business investors with a complete exemption of gain realized from the sale of QSB stock.

Updated IRS materials suggest a renewed and heightened focus on the reporting of virtual currency transactions by taxpayers.

With the election approaching, RSM is looking at the economic stakes and the key issues for family offices.

The IRS announced that December 31, 2020 will be the last date to submit tentative net operating loss carryback claims via fax.

A business-minded approach: Cybersecurity for family offices begins with awareness of prevalent threats and their own risk profiles.

Join this webcast to explore the impact of state tax policy on wealthy individuals, including fund executives and business owners.

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