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Major regulatory change on the horizon for financial institutions

Major regulatory change on the horizon for financial institutions

Major regulatory change is on the horizon for financial institutions, including new liquidity and capital requirement rules.
What to do if you filed an employee retention credit claim with the IRS

What to do if you filed an employee retention credit claim with the IRS

ERC submissions are under scrutiny by the IRS due to a surge in questionable claims. Are you confident your claim meets the eligibility requirements and can stand up to a potential audit?
Estate planning after the sale of a business interest

Estate planning after the sale of a business interest

This article discusses estate planning and tax considerations after the sale of a business interest or other liquidity event, including common strategies to reduce estate tax and meet charitable giving goals.
Tax complexities don’t have to offset the benefits of open-end real estate funds

Tax complexities don’t have to offset the benefits of open-end real estate funds

Explaining the tax complexities associated with open-end real estate funds and how advanced digital applications can handle them.
Required minimum distributions after SECURE 2.0

Required minimum distributions after SECURE 2.0

SECURE 2.0 changes the rules governing how and when certain retirement savers can withdraw money from their retirement accounts and IRAs.
Cybersecurity tips that every family office should know

Cybersecurity tips that every family office should know

Managing cybersecurity risk, including protecting sensitive data, is crucial for family offices.
5 essential conversations for the family at year end

5 essential conversations for the family at year end

Operational excellence plays an integral role in advancing family office goals and strategy.
Cybersecurity considerations and trends for boards and audit committees

Cybersecurity considerations and trends for boards and audit committees

Boards of directors can strengthen cybersecurity at their organizations by understanding trends and taking action accordingly.
Financial services organizations and edge computing

Financial services organizations and edge computing

Financial services organizations need to assess what edge computing means for customers and growth plans.
The top 7 manufacturing industry trends to watch

The top 7 manufacturing industry trends to watch

From IT architecture to ESG issues, digital transformation is central to each of the key manufacturing trends RSM has identified.
Is your managed service provider as secure as you think?

Is your managed service provider as secure as you think?

Key steps to take when assessing how much protection your managed service provider is providing your organization from cyberthreats.
The dilemma of dealer or investor classifications for real estate

The dilemma of dealer or investor classifications for real estate

The actions taken throughout the life cycle of a real estate investment determine whether specific real estate is held for investment or held as dealer property.
Economic headwinds: Financial Institutions

Economic headwinds: Financial Institutions

The financial institutions ecosystem is in a unique position as the economy works through the current inflationary phase.
Bridging the gap in cybersecurity and M&A

Bridging the gap in cybersecurity and M&A

The pandemic created new challenges for cybersecurity. Achieving operational excellence in cybersecurity means pushing for resources and leadership buy-in.
Increasing a nonprofit’s impact through operational efficiency

Increasing a nonprofit’s impact through operational efficiency

Nonprofit organizations often have lean operational budgets. They want to put as much of their resources as possible into fulfilling important missions. But a nonprofit that struggles with its operations will soon find itself with limited mission impact as well.
RSM US Middle Market Business Index

RSM US Middle Market Business Index

The omicron variant and rising prices have taken a toll on overall economic activity and consumer confidence over the past three months.