How regulatory oversight may change at 5 agencies
A look at the changing regulatory landscape for the financial services industry under the Biden administration.
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Cybersecurity issues for plan sponsors
The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.
Approaching audits proactively saves substantial cash in the long run
The best way to handle a state or local tax controversy is to build a strong foundation of pre-controversy preparation.
Tax considerations for family offices under the Biden administration
Biden’s campaign proposed tax increases that affect family offices, including rate hikes on corporations and wealthy individuals.
Real estate equilty raising
Middle market funds can bring in more equity by offering more favorable terms to LPs, but may be better off with investors they trust.
Biden outlines next round of fiscal aid
The ambitious plan addresses the public health crisis, pandemic economy damage and the rollout of a national vaccination program.
Financial services industry outlook
The report explores six different sectors of the financial services industry and what to expect in the new year.
Optimism in the middle market amid expectation of change
Report explores the expectations of senior executives at middle market businesses as the Biden administration takes over.
What plan sponsors need to do now for the SECURE and CARES Acts
Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.
President Biden’s tax plan
Taxpayers should familiarize with Biden’s plan, remain vigilant for developments and position themselves to act at the appropriate times.
PPP forgiveness and expenses: State tax implications
States may not allow the gross income tax exclusion provided by the federal program, resulting in taxable discharge of indebtedness income.
Employee retention tax credit significantly expanded for 2021
The Employee Retention Tax Credit was significantly expanded by the federal relief and stimulus package finalized Dec. 27, 2020.
RSM Middle Market Business Index: November 2020
The MMBI eased to 123.6 in November from 126.7 in October, reflecting stout middle market business conditions.
Technology, taxation and representation
RSM and PERE magazine discuss how technology is transforming real estate investors’ abilities to scenario plan and evaluate tax obligations.
Private equity deal-making surges, with gains in the middle market
After a quiet period set off by the coronavirus pandemic, private equity deal activity in the United States surged through mid-November
Sales and use tax process reviews: Now is the time
The COVID-19 pandemic has increased the risk of noncompliance in an evolving sales and use tax compliance landscape.