Insights and Resources

Keep investors informed and engaged with regular updates

Keep investors informed and engaged with regular updates

Providing investor updates is an essential practice for startups and established businesses alike. These updates are critical to fostering trust and maintaining strong relationships between companies and their investors. Learn about the importance of writing investor updates, how often you should send them, and what information should be included.
Understanding Revenue Ruling 2023-02: Implications for Irrevocable Grantor Trusts

Understanding Revenue Ruling 2023-02: Implications for Irrevocable Grantor Trusts

The IRS issued Revenue Ruling 2023-02, which clarifies the treatment of assets in irrevocable grantor trusts for tax purposes. This ruling aims to curb potential abuse of the stepped-up basis adjustment in trust structures and has significant implications for wealthy clients engaged in advanced estate planning. Learn about the ruling and its impact on irrevocable grantor trusts.
ChatGPT could help overburdened physicians,  but careful evaluation is needed

ChatGPT could help overburdened physicians, but careful evaluation is needed

Emerging artificial intelligence technologies such as ChatGPT offer potential solutions to the challenges of patient engagement and communication for overburdened physicians and staffs.
Bonus depreciation phase-out begins January 2023

Bonus depreciation phase-out begins January 2023

100% Bonus depreciation is a tax provision that allows businesses to deduct the cost of certain qualifying property in the year it is placed in service rather than having to depreciate the cost over several years. Unfortunately, the 100% bonus depreciation deduction will begin to phase out after 2022. Learn more about the phase-out schedule and the alternative Section 179 deduction.
Business Interest Expense: How much can you deduct?

Business Interest Expense: How much can you deduct?

The tax treatment of business interest expense is governed by Section 163(j) which places limits on the amount of interest businesses can deduct on their tax returns based on their income and other factors. Unfortunately, the calculation for determining a company's limit has changed starting with the tax year 2022 and stands to impact many large businesses negatively.
Measuring customer satisfaction

Measuring customer satisfaction

Measuring customer satisfaction provides a business with critical feedback, but unfortunately, many companies fail to survey their customers regularly. Learn the most common metrics and best practices for measuring your customer's satisfaction.
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 both the individual and their beneficiaries. In this video, we'll provide an overview of how to properly fund a living trust.
Initial jobless claims drop further

Initial jobless claims drop further

Initial claims for unemployment benefits fell by 1,000 to 191,000 last week, remaining below the pre-pandemic average and below expectations of a slight increase to 197,000.
How hedge funds achieve alignment with investors

How hedge funds achieve alignment with investors

Find out more about how hedge fund managers are adapting their business model in response to competition and the evolving mandates of investors and competition.
Catch-25: Fed hikes rates amid financial stability risk

Catch-25: Fed hikes rates amid financial stability risk

The Federal Reserve finds itself as it lifted its policy rate by 25 basis points on Wednesday amid a quickly evolving global banking crisis.
CHP Energy Solutions’ digital transformation is on a mission

CHP Energy Solutions’ digital transformation is on a mission

By working with RSM’s team of experienced Microsoft advisors, CHP Energy Solutions' digital transformation elevated its operations and energized its staff.
Taking action: What financial institutions can do in the wake of bank failures

Taking action: What financial institutions can do in the wake of bank failures

Financial institutions need to understand what led to the recent failures of Silicon Valley Bank, Signature Bank of New York and Silvergate Bank so they can enhance their organizations' risk management activities and meet increased regulatory expectations while also maintaining customer confidence.
Taking action: What financial institutions can do in the wake of bank failures

Taking action: What financial institutions can do in the wake of bank failures

Financial institutions need to understand what led to the recent failures of Silicon Valley Bank, Signature Bank of New York and Silvergate Bank so they can enhance their organizations’ risk management activities and meet increased regulatory expectations while also maintaining customer confidence.
5 critical components of your 2023 business strategy

5 critical components of your 2023 business strategy

In light of inflationary pressures, economic headwinds, geopolitical risk, and many conflicting so-called leading indicators, a business strategy refresh is paramount.
What does SECURE 2.0 mean for small employers?

What does SECURE 2.0 mean for small employers?

SECURE 2.0 changes retirement plan rules for small employers with 100 or fewer employees.
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