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Ideas & Insights

 



In-Person Event

2019 Financial Institution Strategic Forum

Join RSM for the 2019 Financial Institutions Strategic Forum, addressing critical issues bankers need to understand in today’s marketplace.


In-Person Event

RSM financial services alumni event

Join us on Wednesday, May 15 at the new RSM office in Times Square in New York for our annual alumni event. We look forward to seeing you!





Investment Industry Insights

Strategic planning for partnership audits

New rules giving partnerships discretion in assigning liability for tax audit adjustments could make it easier to attract new partners.

  • Susswein, Don
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Insight Article

Taking on (or partnering) with fintech

Three important questions every community bank CEO should consider when competing or partnering with fintechs

  • Churchill, Christina
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Insight Article

Opportunity Zones: IRAs for Capital Gains

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

  • Susswein, Don
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