Ideas & Insights

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.

Per the CCSH publication by the FDIC, 99% of all FDIC-supervised institutions were rated satisfactory or better for consumer compliance.

The Financial Crimes Enforcement Network (FinCEN) announced the renewal of its Geographic Targeting Orders (GTOs).

The recent supervisory guidance on the model risk management for bank systems supporting BSA/AML compliance and key points of consideration.

Build your foundation of understanding about the complexities of VAT and GST and the impact they can have on U.S. multinational businesses.

Insurance technology has long been causing disruption by streamlining traditional insurance functions. Now, insurtech is driving growth.

Join RSM on Wednesday, June 23 for a live webcast discussing the impact of digital assets on financial institutions.

In a new IRS Legal Memo, the IRS opines that most pre-TCJA exchanges of one cryptocurrency for another did not qualify for gain deferral.

Digital assets may be impacted by value added tax and digital services tax implemented by various jurisdictions.