Michael Polan joined RSM US LLP in 2020, bringing over 20 years of client and industry perspective to lead the Xcelerate platform, RSM’s technology platform of the future.
Michael Polan joined RSM US LLP in 2020, bringing over 20 years of client and industry perspective to lead the Xcelerate platform, RSM’s technology platform of the future.
RSM US LLP’s Michael Polan has experience in hedge funds, mutual funds and private equity funds. His tax focuses include the taxation of investments, partnership allocations and the technology necessary to calculate the tax implications of securities trading and partnership allocations.
Michael has extensive experience in designing, developing and implementing enterprise software for securities analysis (inclusive of wash sales, constructive sales, straddles, passive foreign investment companies, real estate investment trusts, IRC 1256 contracts, IRC 988 gains/losses, hedging strategies and bond amortization) and partnership allocations (inclusive of book and tax allocations, forward and reverse 704(c) and tax lot layering).
Prior to joining RSM, he spent seven years at third-party accounting administrators, including four years at the Wilmington, Deleware, office, of PFPC (now PNC Global Investment) and 14 years at public accounting firms. Michael's third-party accounting administrator background, and related experiences, have provided Michael with broad capabilities involving portfolio accounting, tax preparation and technology development. This unique background means he has hands-on experience with the accounting, reporting and operational capabilities of enterprise and proprietary platforms, including Advent Geneva, InvestOne, Eagle, Total Return and IAS.
