Resource Gallery

Final LIBOR transition regulations aim to minimize tax consequences

Final LIBOR transition regulations aim to minimize tax consequences

Final regulations provide certainty, expand safe harbor treatment, but exclude some modifications from safe harbors.
Protecting Wealth With a Life Insurance Trust

Protecting Wealth With a Life Insurance Trust

A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one's heirs. Learn how a life insurance trust works and how it may help you protect wealth.
IRS releases guidance on Q4 removal of employee retention credit

IRS releases guidance on Q4 removal of employee retention credit

Employers need to react quickly to the new guidance to pay in amounts as if they were incurred on Dec. 31, 2021.
Family office constitution: A governance framework built to last

Family office constitution: A governance framework built to last

The keystone of a family office governance framework is a constitution that provides guidance during transitions and times of conflict
Valuing Your Business

Valuing Your Business

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we'll cover why you might need a valuation and the common methodologies used to determine value.
IRS releases guidance on timing of tax-exempt income for PPP loans

IRS releases guidance on timing of tax-exempt income for PPP loans

IRS releases Rev. Procs. 2021-48, 2021-49 and 2021-50 to address the treatment of tax-exempt income for PPP loans.
Competing priorities for auto suppliers as OEMs zero in on EVs

Competing priorities for auto suppliers as OEMs zero in on EVs

The automotive sector is navigating disruption and opportunity from EVs, and suppliers are adapting as this broader market shift continues.
Tax Implications of the Infrastructure Act

Tax Implications of the Infrastructure Act

On November 15, 2021, President Biden signed the Infrastructure Investment and Jobs Act into law. In this video, we will cover three tax-related provisions that may affect you and your business.
CMMC 2.0: What DOD contractors need to know

CMMC 2.0: What DOD contractors need to know

CMMC 2.0 was announced on Nov. 4, 2021. Cybersecurity Maturity Model Certification requirements for DOD contractors have changed.
Quarterly accounting update webcast—2022 series

Quarterly accounting update webcast—2022 series

RSM's accounting thought leaders update middle market businesses on recently issued and proposed accounting guidance
November has been good to U.S. equity investors

November has been good to U.S. equity investors

Should you let recent strong performance in U.S. equity markets deter you from allocating capital if it aligns with your objectives?
House passes infrastructure legislation; sends bill to President Biden

House passes infrastructure legislation; sends bill to President Biden

Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.
Build Back Better Act – Key international tax provisions

Build Back Better Act – Key international tax provisions

A revised version of the Build Back Better Act released by the House includes sweeping changes to the U.S. international tax system.
Social and climate costs bring back IRA proposals

Social and climate costs bring back IRA proposals

A summary of the IRA proposals that were included in the most recent revision of the social and climate spending bill.
IRS releases 2022 retirement plan limitations

IRS releases 2022 retirement plan limitations

The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022.