Trends & Insights

Properly Funding Your Living Trust

Properly Funding Your Living Trust

Failing to properly fund a living trust is one of the most common errors people make and can lead to unintended consequences and added costs for ...
R&E Expense Amortization Got You Down?

R&E Expense Amortization Got You Down?

Now that Research & Experimentation expenses must be amortized over several years, many companies are looking for ways to increase deductions ...
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.
Protecting Your Finances During an Economic Downturn

Protecting Your Finances During an Economic Downturn

Many economists are predicting that the US economy will experience a downturn, if not a recession, in 2023. A downturn can lead to job loss, ...
FMF&E Update: Key Provisions of the SECURE 2.0 Act for Employers

FMF&E Update: Key Provisions of the SECURE 2.0 Act for Employers

The SECURE 2.0 Act aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for ...
Incentivize Employees With Stock Appreciation Rights Instead of Equity

Incentivize Employees With Stock Appreciation Rights Instead of Equity

Many business owners want to incentivize and reward employees by tying their compensation to the company's performance. One way to do this is ...
IRS releases draft instructions to claim amended R&D credits

IRS releases draft instructions to claim amended R&D credits

IRS issues draft instructions for Form 6765 that formalizes the information required for claiming research credits on an amended tax return or ...
Financial services organizations must zero in on ESG data

Financial services organizations must zero in on ESG data

Financial services organizations must zero in on environmental, social and governance (ESG) data.
New York state senator proposes to repeal estate tax

New York state senator proposes to repeal estate tax

RSM’s state and local tax policy specialists weigh in on a proposal to eliminate New York’s estate tax.
Tax year 2022 brings more changes to international tax reporting

Tax year 2022 brings more changes to international tax reporting

Understand how the IRS is changing tax compliance for taxpayers with international activity for 2022.
What is Environmental, Social, and Governance (ESG)?

What is Environmental, Social, and Governance (ESG)?

Environmental, Social, and Governance (ESG) refers to a set of standards for a company's operations that aim to ensure that it is responsible ...
New SEC C&DI issued – Non-GAAP financial measures

New SEC C&DI issued – Non-GAAP financial measures

The SEC continues to focus on non-GAAP financial measure disclosures with the topic being the second most frequent area of SEC review comments.
Key takeaways for employers under the SECURE 2.0 Act of 2022

Key takeaways for employers under the SECURE 2.0 Act of 2022

SECURE 2.0 Act significantly changes the tax rules governing qualified retirement plans and individual retirement accounts (IRAs).
IRS announces updated Reference Standard for section 179D

IRS announces updated Reference Standard for section 179D

New standards affirmed for energy efficient commercial buildings deductions, but old standards apply for several more years.
New EU ‘Green Import Tariff’

New EU ‘Green Import Tariff’

EU Carbon Import Tariff & EU Carbon Import Tax.

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