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From holiday rush to year-round growth: turn seasonal shoppers into loyal customers

From holiday rush to year-round growth: turn seasonal shoppers into loyal customers

The holiday season offers more than a revenue spike for business owners; it’s a unique window to build lasting customer relationships. Let’s explore how to align your messaging with the shopper mindset, position your offers, leverage multi-channel reach, and convert one-time buyers into loyal customers while keeping your operations strong.
2025 Year-end tax moves for businesses

2025 Year-end tax moves for businesses

Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus depreciation, entity structure, and reporting changes, this guide helps you make informed, compliant, and tax-smart decisions before year-end.
2025 year-end tax moves for individuals & families

2025 year-end tax moves for individuals & families

From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.
Understanding Noncompete Agreements After the FTC’s Reversal

Understanding Noncompete Agreements After the FTC’s Reversal

The FTC's sweeping ban on noncompete agreements is officially dead, but that doesn't mean employers can simply return to business as usual. With targeted federal enforcement still on the table and a complex patchwork of state laws to navigate, companies face an even more complicated landscape than before. Understanding what's changed—and what practical steps to take now—is critical for protecting your business while avoiding costly legal pitfalls.
IRA Withdrawals: When You Can Access Retirement Funds Without Penalty

IRA Withdrawals: When You Can Access Retirement Funds Without Penalty

Life doesn't always follow a predictable path, and sometimes you need to tap into your retirement savings earlier than planned. While withdrawing from your IRA before age 59½ typically triggers a 10% penalty on top of regular income taxes, the tax code includes several important exceptions that can help you avoid that costly penalty. Understanding these exceptions—from medical expenses and education costs to first-time home purchases and unemployment—can save you thousands of dollars when facing life's financial challenges.
When Restructuring Makes Sense: A Guide to Chapter 11 Bankruptcy for Business Leaders

When Restructuring Makes Sense: A Guide to Chapter 11 Bankruptcy for Business Leaders

Chapter 11 bankruptcy doesn't have to signal the end—for many businesses, it's a strategic pivot point that can lead to stronger operations and renewed growth. This guide explores how business leaders can determine whether restructuring makes sense for their company, what the process actually involves, and how to leverage Chapter 11 as a catalyst for transformation rather than simply a last resort. Understanding the distinction between temporary financial distress and fundamental business failure is crucial to making the right decision at the right time.
IRS Updates Form 1099-K FAQs for OBBBA’s New Reporting Thresholds

IRS Updates Form 1099-K FAQs for OBBBA’s New Reporting Thresholds

The IRS has published new FAQs to reflect OBBBA's reinstated 1099-K reporting threshold of over $20,000 and more than 200 transactions. Learn how payment platforms, online marketplaces and others can prepare for compliance challenges amid varying state requirements.
IPOs in 2025: Finding the right moment in a rebounding market

IPOs in 2025: Finding the right moment in a rebounding market

RSM US analyzes recent U.S. IPO activity in 2025 with insights into how to understand the market and factors to consider when going public. Learn more.
Beyond the Will: Why a Comprehensive Estate Plan is Essential for High-Net-Worth Families

Beyond the Will: Why a Comprehensive Estate Plan is Essential for High-Net-Worth Families

Learn why a will alone isn’t enough. Discover how Aprio’s integrated approach to estate planning helps high-net-worth individuals protect their legacy, minimize taxes, and align legal, tax, and wealth strategies.
Last Call – These Tax Credits Are on Their Way Out

Last Call – These Tax Credits Are on Their Way Out

Several major federal tax incentives are set to expire or phase down soon. Learn how to take advantage of these opportunities before it's too late.
Navigating Real Estate Taxes Under the OBBB: Key Opportunities for Owners, Developers & Investors

Navigating Real Estate Taxes Under the OBBB: Key Opportunities for Owners, Developers & Investors

Discover permanent tax benefits for real estate under the OBBB, including 199A deductions, 100% bonus depreciation, and Opportunity Zone strategies.
IRS offers penalty relief for 2025 tip and overtime reporting requirements

IRS offers penalty relief for 2025 tip and overtime reporting requirements

RSM US explains 2025 tax reporting relief for the no tax on tips and no tax on overtime provisions in OBBBA.
Proposed sourcing rules for borrow fees in lending and repo transactions

Proposed sourcing rules for borrow fees in lending and repo transactions

IRS Notice 2025-63 clarifies borrow fee sourcing in securities lending and repo deals, tying income source to recipient's residence for tax purposes.
Outsourcing for multifamily offices

Outsourcing for multifamily offices

RSM's Family Office Managing Director Adam Lurie discusses outsourcing for multifamily offices to unlock efficiencies and growth. Read more.
How to Prepare for an IRS Audit: What the Agency’s Internal Guides Reveal About Your Business

How to Prepare for an IRS Audit: What the Agency’s Internal Guides Reveal About Your Business

The IRS publishes comprehensive Audit Techniques Guides that reveal exactly what federal examiners look for when auditing businesses in your industry—and these guides are available to the public. By understanding the same materials IRS agents use to prepare for audits, you can proactively address vulnerabilities, organize documentation strategically, and transform the audit experience from a reactive scramble into a confident, well-prepared engagement. Whether you're facing an audit now or simply want to strengthen your compliance posture, learning what the IRS knows about your specific business sector provides an invaluable strategic advantage.
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