Ideas & Insights

RSM is pleased to offer a three-part webcast series exploring how family offices can take a holistic approach to technology ecosystems.

IRS releases a statement announcing that the application period for the CAP program is now open to qualifying corporations for 2021.

The U.S. Department of Labor has issued necessary regulations for service providers that want to offer PEP arrangements to their clients.

The IRS updated taxpayers on its operations status and recognized the delays in processing check payments due on July 15, 2020.

This webcast will discuss carried interest regulations and what the proposed rules mean for investment fund managers.

Proposed carried interest regulations are mostly as expected with a few new items and detailed computational rules.

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

Changes to NOL rules under the TCJA and CARES Act are implemented for consolidated corporate groups under new proposed regulations.

DOL proposes prohibited transaction exemption for Financial Institutions and Investment Professionals providing advice to participants.

RSM is pleased to provide a series of webcast discussions that will drill into the operational planning perspective family offices now face.

The recent IRS Notice provides relief in the form of flexibility for investment timing and testing periods for QOFs and their investors.

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

The CARES Act includes beneficial tax relief. Coupled with sophisticated planning, now is the time to revisit your individual tax strategy.

The U.S., Cayman, and other jurisdictions extend deadlines for filing FATCA and CRS reports, but exams and compliance programs continue.

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.

Corporate taxpayers filing a consolidated return have an added layer of rules to navigate when carrying back a net operating loss.

The five-year carryback rule applies to insurance companies, both life and non-life, although both categories are singled out in the Act.

The IRS provided long-awaited guidance for taxpayers anxious to take advantage of the NOL provisions in the CARES Act.