Examining the Heightened Political Scrutiny of Grantor Trusts
Prior scrutiny of grantor trusts and future impact of proposed bills on grantor trusts
Three Key Foundations for Implementing AI in Financial Institutions
Learn about the three key foundations for implementing artificial intelligence in financial institutions.
Understanding the Implications of TCJA Income Tax Provisions Set to Expire
Evaluate your individual income tax plan for effects of TCJA provisions expiring in 2026.
Responding to the CrowdStrike Outage
What can IT service leaders learn from the the July 2024 CrowdStrike outage? What should you consider to best prepare for the future? RSM risk professionals weigh in.
Estate planning Q&A: Grantor Retained Annuity Trusts explained
Reduce estate taxes? Consider a GRAT: Transfer wealth using minimal lifetime gift and estate tax exemption
Tax effects of cancellation of debt across different entities
Explore the tax implications of debt cancellation across different entities with our introductory guide on CODI.
Modified intercompany debt: is it still recognized as debt?
The case study presented reflects how debt restructuring and cross-border intercompany funding can lead to the reclassification of debt as equity for U.S. tax purposes. This highlights the need for careful compliance and risk management in such scenarios.
Your payroll technology is only as good as your payroll strategy
As payroll systems continue to advance with the help of artificial intelligence (AI), companies cannot lose sight of the importance of effective processes and timely advice.
Top 8 estate planning factors for real estate
Estate planning for real estate requires a strategic and comprehensive approach. This discussion highlights eight important estate-planning factors in the real estate context.
New retirement plan distribution options introduced by SECURE 2.0
SECURE 2.0 provides new opportunities for plan participants to take retirement distributions without incurring early withdrawal penalties.