Family office dream team
An effective family office requires the right mix of internal and external capabilities to balance best-in-cost with best-in-class.
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New third-party risk guidelines mean big changes for many institutions
Understand the difference between Fed and OCC guidance around third-party risk management. Combined federal guidance is coming.
Nonqualified deferred compensation plans and payroll tax withholding
One of the most common issues overlooked by employers relates to the special timing rule in section 3121(v)(2).
Family offices and tax changes: Considerations from the House proposal
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
The faster path from data to decision for manufacturers
This article focuses on how companies can implement the critical underpinnings of data-fueled efficiency and awareness.
Building a successful family office: Top 10 questions to answer
The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
Pandemic’s effect on workplace adds complexity to M&A valuations
Companies that have taken care of their workers, embraced technology and adjusted to a rapidly evolving marketplace have been rewarded.
The IRS takes aim at high net worth individuals
A discussion on the IRS concern with non-filers and what can be done to mitigate the risk is provided in this article.
Cybersecurity report illuminates family office risks and safeguards
Expanding cybersecurity threats present family offices with challenges. See how the problems intensified with the shift to remote work.
4 steps for nonprofits to protect against cybersecurity attacks
Nonprofits are an attractive target for cyberattacks. Understand steps your organization can take to improve security.
Smart cities: Digital transformation and municipalities
As technology evolves, more and more public sector entities are seeking to leverage it to solve some of their most vexing challenges.
5 features of tax deductions for energy efficiency
If your company owns or leases energy-efficient commercial buildings, you may be eligible for a deduction for associated property costs.
Surfacing real estate tax insights
RSM US LLP real estate professionals discuss the future of tax and technology automation, and how it can help real estate firms.
The economic index from RSM shines a light on the middle market
Five years ago, RSM launched an innovative economic indicator called the RSM US Middle Market Business Index.
Implementing GASB 87: Government entities learn from public companies
Government entities are finding GASB 87 compliance, the Government Accounting Standards Board’s new standard on lease accounting, complex.
First-quarter GDP: Growth improves as the recovery accelerates
It's essential that the fiscal and monetary authorities follow through on current policy paths for the economy to return to full employment.