Ideas & Insights

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

Learn about the tax opportunities and challenges facing private equity and hedge fund owners which should be revisited in 2020.

We recently updated our hedging guide for the clarifications made by FASB Accounting Standards Update 2019-04.

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

Cybersecurity continues to be a top concern as managers deal with the cloud, cyber insurance policy, SEC scrutiny and third-party risks.

Investors are looking more closely than ever at how asset managers choose and supervise third-party service providers.

The FASB recently clarified the opportunity to transfer prepayable held-to-maturity securities to available-for-sale.

Analysis and insights from RSM financial services specialists on accounting standards, tax strategies, cybersecurity and other issues.

Regulators and investors alike are pushing for more transparency from funds, and cybersecurity is a key focus.

In Concert studies the benefits of aligned relationships between hedge fund managers and their investors.

There is a growing demand for transparency that is having a fundamental impact on the client-service role for hedge fund managers.

Learn the steps private equity firms need to take to gain the advantages offered by GIPS compliance.

Fundamental changes to the partnership audit process enacted by the Bipartisan Budget Act of 2015 (BBA).

This article from the Journal of Passthrough Entities explains recently proposed IRS regulations intended to limit the extent to which partnerships...

Read the discussion from our financial services industry tax update roundtable regarding issues that should head every hedge fund manager’s agenda.

Some would think fund raising would be easy in the current environment, but it’s not necessarily the case.

Cyber-crime is a very real and dangerous risk in today’s business world and the financial services community is a prime target.

Survey details funds challenges and best practices to help meet the risk management, reporting and transparency demands associated with ...