United States
If adopted, the accredited investor definition will be a test family office investors will need to pass before investing in private markets.
Massachusetts rejects change in domicile after Florida home purchase, driver’s license change and new voter registration.
Fund management companies face difficult challenges in determining their state income tax filing obligations and apportionment rules.
Individuals and their advisors need to be familiar with the various IRA tips and traps to avoid negative consequences.
When employing family members, it’s best to follow set hiring policies to help ensure success. Learn how to avoid generational failure.
Learn about the tax opportunities and challenges facing private equity and hedge fund owners which should be revisited in 2020.
It should be easy to know where you live, but for state personal income tax purposes, the question becomes “where are you domiciled?”
RSM's virtual summit on transformative tax issues facing the middle market is available as an on-demand webcast.
The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now
New tax laws and industry trends create planning opportunities for fund owners and management firms in the year ahead.
Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.
With the NCAA opening the door to name, image and likeness compensation, there are several key considerations for schools and athletes.
IRS confirms that gifts between 2018 and 2025 will be covered by the exemption then in place and not in the year of death.
An update on pressing tax issues that individuals and family businesses should consider before Dec. 31 as well as in the year ahead.
Join RSM to learn about regulatory changes on the horizon that could impact insurance company risk analysis and investment decisions.
Favorable rule for corporate stock acquisitions where life insurance contracts are less than 50 percent of the target corporation’s assets.
The IRS released Revenue Procedure 2019-44 listing the inflation adjustments for individual, trust and estates.
The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.
The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.
All companies seeking QI, WP, or WT status for 2019 must apply by Nov. 15, 2019 to have an agreement in effect.