Ideas & Insights

Learn about the tax opportunities and challenges facing private equity and hedge fund owners which should be revisited in 2020.

Learn more about the current expected credit loss standard, the London Interbank Offered Rate transition and tax reform.

New tax laws and industry trends create planning opportunities for fund owners and management firms in the year ahead.

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

Join RSM for for an overview of today’s pressing accounting and tax issues your financial institution needs to know now.

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

From CECL to tax legislation, what do you need to know? Register now for our Nov. 15 webcast for key tax and accounting updates.

Taxpayer recognized no gain when its obligation to deliver shares was delayed; application of decision to other contracts may be limited.

Learn how a survey co-sponsored by RSM and HFMWeek sheds light on how hedge funds globally deal with CRS and FATCA compliance challenges.

Learn what financial institutions need to know to comply with the Common Reporting Standard and the Foreign Account Tax Compliance Act.

Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.

From FASB’s CECL loss rules to anticipated tax reform legislation from the Trump administration, learn the banking issues to track in 2017.

Advance tax planning can maximize shareholder value and help avoid any tax pitfalls or unnecessary marks to your purchase price.

Carried interest is always a hot topic in partnership taxation. Is change coming and, if so, what might it look like?