Ideas & Insights

Join our webcast where leaders from RSM’s financial services practice will give a year-end accounting and tax issues update.

The fintech movement is an evolutionary business model that is occurring today in the financial services industry

Join RSM for a panel webcast discussing key considerations for executing contracts in the new year after Libor ends.

One major U.S. insurance company that hired RSM to provide independent assurance on a cloud migration project.

Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.

We have updated our white paper regarding the fundamentals of LIBOR phase out and transition for financial institutions.

Decentralized finance (known as DeFi) refers to a new financial infrastructure built on blockchain technology.

RSM helps GreenState Credit Union build a more sophisticated call center to support their members more efficiently.

President Biden and Congress have proposed to increase the capital gains tax rate. Taxpayers may wish to create a taxable event.

Micro-captive insurance managers win preliminary injunction against enforcement of IRS Notice 2016-66’s reporting requirements.

Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.

The OCC recently issued its views on a variety of accounting topics relevant to the financial institutions industry.

IT managed services helped these four financial services organizations improve their agility, digital velocity and IT operations.

FINRA has released an update to the Interpretations of Financial and Operational Rules related to SEA Rules 15c3-1 and 15c3-3.

Banks need to develop strategies for drawing customers from younger cohorts while also continuing to serve their existing customer base.

New guidance and dedicated website provide instruction to taxpayers electing into the pass-through entity tax workaround.

Join RSM to gain a better understanding of digital and the operational benefits of having a secure, data-driven financial institution.

Executives understand that AI is reshaping the marketplace, but insurers still face roadblocks in realizing the full value of AI technology.

In GSS Holdings Inc., the court applied step-transaction and substance-over-form doctrines to a series of financial transactions.

SEC auditor independence considerations for private equity funds with a registered investment adviser or an initial public offering.