Ideas & Insights

Data-driven economic insights and outlooks for a variety of family offices provided by RSM US LLP senior analysts.

As the Main Street Lending program rolls out, family offices that are eligible must consider pitfalls of borrowing one.

Securities and Exchange Commission has provided some relief to regulated investment companies, but Internal Revenue Service has yet to act.

The decision may impact sourcing positions taken by the financial service industry for New York State and New York City tax purposes.

Taxpayers should contact their tax professionals to proactively discuss documentation needed to withstand IRS scrutiny.

State tax cash-flow maximization and risk minimization are available for private equity groups and their portfolio companies.

Financial services businesses providing software and services to Illinois customers may have multiple transaction tax obligations.

As the human and economic toll of coronavirus mounts, no sector of the economy has been immune from a downturn, including family offices.

U.S. investment funds, banks and other FIs with foreign investors may need to remediate volumes of tax withholding certificates.

If adopted, the accredited investor definition will be a test family office investors will need to pass before investing in private markets.

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

Holders of IRAs may need to withhold 10% federal tax and file Form 1099-R when escheating certain IRA distributions.

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

The Michigan Department of Treasury issued a letter ruling detailing the sales tax treatment of various information services.

Favorable rule for corporate stock acquisitions where life insurance contracts are less than 50 percent of the target corporation’s assets.

From taxation complexity to understanding cyberthreats, what are today’s top five concerns for family offices?

The amount of wealth managed by family offices continues to grow as more families sell out their founding businesses.

On Friday, January 29, 2019, the Treasury Department and the IRS issued proposed regulation section 1.199A-3(d)

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

Learn how the recent tax reform affects executives, founders and general partners of alternative investment fund structures.