Ideas & Insights

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

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

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

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.

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.

Recent guidance provides that certain deadlines, including the allowable time to invest in a QOF, are now extended because of COVID-19.

As businesses renegotiate debts in the aftermath of COVID-19, it is critical to understand whether the debt is considered publicly traded.

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

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.

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

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.

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.

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

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

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