Insights and Resources

Establish your finance foundation process to perform with confidence

Establish your finance foundation process to perform with confidence

CFO Playbook Series, part 2: Establish your finance foundation – process to perform with confidence with RSM.
Empower your people – cultivate talent, align the organization

Empower your people – cultivate talent, align the organization

CFO Playbook Series, part 4: Empower your people to help align your finance strategy and achieve the highest levels of success.
Cybersecurity for family offices begins with awareness

Cybersecurity for family offices begins with awareness

A business-minded approach: Cybersecurity for family offices begins with awareness of prevalent threats and their own risk profiles.
Boast financial results – intelligent performance and analytics

Boast financial results – intelligent performance and analytics

CFO Playbook Series, part 7: Boast financial results with intelligent performance and analytics, with KPIs to prioritize effort.
Add agility – automate your financial processes with technology

Add agility – automate your financial processes with technology

CFO Playbook Series, part 5: Add agility to your business by automating financial processes, from ERP to artificial intelligence (AI).
Monetary policy and inflation in the modern era

Monetary policy and inflation in the modern era

The Federal Reserve is embarking on a new era in monetary policy, switching from a target of 2% inflation to a target range of 1% to 3%.
The Real Economy: Volume 70

The Real Economy: Volume 70

We examine productivity trends and challenges, monetary policy impact, money velocity, the election and health care, and capex views.
Hedge funds will be tested as U.S. fundamentals remain frail

Hedge funds will be tested as U.S. fundamentals remain frail

Hedge fund managers face a challenging environment as they pursue risk-adjusted returns. A key will be to hedge against volatility.
ASC 860 legal isolation criterion for sale of participation under MSLP

ASC 860 legal isolation criterion for sale of participation under MSLP

The ABA recently addressed the ASC 860 legal isolation criterion for transfers of participating interests in MSLP loans.
IRS issues final regulations on meals and entertainment deductions

IRS issues final regulations on meals and entertainment deductions

The final regulations issued by the IRS provide guidance for meal and entertainment deductions under section 274.
New Jersey fiscal year 2021 budget enacted with tax increases

New Jersey fiscal year 2021 budget enacted with tax increases

Extension of corporate surtax and expanded millionaire’s tax assists New Jersey with significant budget deficit caused by the coronavirus.
IRS updates procedures for supervisor approval of penalties

IRS updates procedures for supervisor approval of penalties

IRS provides specific guidance through proposed IRM provisions to implement interim policy changes for supervisory approval of penalties.
Final regulations address higher education endowment excise tax

Final regulations address higher education endowment excise tax

New regulations under section 4968 provide favorable guidance to private colleges and universities subject to the excise tax.
Family First Member Spotlight: Meet Leslie Sims

Family First Member Spotlight: Meet Leslie Sims

Meet Leslie Sims and learn about how she manages work and family demands during these unusual times.
Learning from recent disaster events: Revisiting your redundancy plans

Learning from recent disaster events: Revisiting your redundancy plans

After the derecho, gaps in redundancy plans forced productivity to grind to a halt. Adjust your disaster response to avoid the same.

Subscribe to receive important updates from our Insights and Resources.

  • Should be Empty: