Ideas & Insights

Why and how ESG, technology and data best practices will be increasingly vital for the future of private equity value creation.

Sell-side due diligence facilitates a more efficient transaction and offers a better understanding of a company’s strengths and weaknesses.

To maximize shareholder value for carve-outs, private equity firms need to break free of transition services agreements as soon as possible.

Sellers are able to command top dollar if they go into the sales process ready to hit the ground running which includes tax preparation.

Failing to uncover significant operating and financial performance drivers can put a deal and the investors at risk and it’s not necessary.

U.S. private equity and venture capital funds with German investors have an additional 6 months to file German partnership returns for 2019.

RSM national enterprise leader for the family office practice at RSM US LLP, moderates a panel for the Association of Corporate Growth.

Allocation and tiering leader PartnerSight addresses challenges of getting private equity data tax-ready, helping finance teams drive value.

The hub creates opportunities for private equity and offers unparalleled insight into cross-border transactions in key economies.

The Employee Retention Credit provides liquidity benefits for many businesses and was significantly expanded for 2020 and 2021.

Three veterans of the life sciences private equity and M&A market share intel about dramatic changes in the industry.

While an audit and quality of earnings analysis are different, they are complementary and can provide stronger insight within a transaction.

Investment partnerships face a complex landscape when it comes to tax compliance. The solution lies in partnership tax technology.

Bill would treat carried interest as ordinary income and subject to it to self-employment tax, regardless of the holding period.

Private equity firms are increasingly helping their portfolio companies automate tasks that were once manual and expensive. Watch and learn.

Effective Jan. 1, 2021, the long-standing terminating business gain exclusion for unincorporated business tax purposes is eliminated.

Management fees paid to shareholders not made purely for services and unreasonable in amount are not deductible under section 162.

While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been.

LB&I’s compliance campaign focuses on taxpayer reporting of purchase price allocations in taxable asset acquisitions.

Join RSM professionals as they discuss the latest regulations for exempt organizations when separately computing unrelated business income.