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The Capital Gains Tax Traps Even Savvy Investors Miss

The Capital Gains Tax Traps Even Savvy Investors Miss

Think you know how capital gains work? Think again. Here are 4 surprising capital gains mistakes investors make—and how to avoid a surprise tax bill.
Revocable vs. Irrevocable Trusts: What’s the Difference?

Revocable vs. Irrevocable Trusts: What’s the Difference?

Trusts are powerful estate planning tools, but not all trusts are created equal. In this video, we break down the key differences between revocable and irrevocable trusts, including control, tax treatment, creditor protection, and long-term planning implications. Whether you're building a basic estate plan or preserving multigenerational wealth, understanding these two foundational trust structures is essential.
Congress at a Crossroads: The Future of Premium Tax Credits and American Healthcare

Congress at a Crossroads: The Future of Premium Tax Credits and American Healthcare

Explore the impact of expiring Premium Tax Credits and what consumers should do to prepare for changing health insurance costs.
Some States Are Splitting from the OBBB – Is Yours?

Some States Are Splitting from the OBBB – Is Yours?

Understand how your state conforms to the new OBBB provisions and learn how to update your tax strategy to maximize savings.
2025 and Estimated 2026 Compensation Limits: A Strategic Guide for Government Contractors

2025 and Estimated 2026 Compensation Limits: A Strategic Guide for Government Contractors

Compliance solutions that empower government contractors to excel in a competitive federal landscape.
Shaping stronger nonprofits: A look at our impact on the nonprofit community

Shaping stronger nonprofits: A look at our impact on the nonprofit community

RSM US has published its 2025 nonprofit industry lookback report. Learn more about the firm's impact on the nonprofit sector.
U.S. GAAP and Tax Basis Reporting in Real Estate: What You Need to Know

U.S. GAAP and Tax Basis Reporting in Real Estate: What You Need to Know

Learn the key differences between U.S. GAAP and tax-basis accounting for real estate, including revenue recognition, depreciation, lease accounting, debt treatment and lender expectations.
Accounting For Income Taxes – Uncertain Tax Positions

Accounting For Income Taxes – Uncertain Tax Positions

This Financial Reporting Insights is intended to be used as a resource in understanding and analyzing the accounting for uncertainty in income taxes recognized in an entity's financial statements.
How Outsourcing Can Address Your Nonprofit’s Staffing Shortfalls

How Outsourcing Can Address Your Nonprofit’s Staffing Shortfalls

Facing staffing shortages? Instead of overworking remaining employees or relying solely on volunteers, consider outsourcing. This strategic approach can provide specialized expertise, cost savings, and operational flexibility without long-term financial commitments - helping your nonprofit maintain effectiveness during challenging times.
Surprising Medical Expenses You Can Actually Deduct on Your Taxes

Surprising Medical Expenses You Can Actually Deduct on Your Taxes

Many people miss out on medical tax deductions because they don't know what qualifies. From laser eye surgery to weight-loss programs, discover surprising medical expenses that could reduce your tax bill significantly.
QBI Deduction: A Small Business Owner’s Guide

QBI Deduction: A Small Business Owner’s Guide

The QBI deduction offers small business owners up to 20% tax savings on qualifying business income. Learn about eligibility requirements, income limitations, and how specified service businesses face different rules in this comprehensive guide.
Credit Card Churning: Sweet Rewards or Financial Risk? Weighing the Pros and Cons of This Controversial Strategy

Credit Card Churning: Sweet Rewards or Financial Risk? Weighing the Pros and Cons of This Controversial Strategy

Credit card churning involves strategically opening and closing cards to maximize sign-up bonuses and rewards. While this practice can accelerate points accumulation and unlock valuable perks, it poses serious risks including credit score damage, debt accumulation, and account management complexity. Success requires disciplined execution and careful consideration of evolving issuer restrictions.
Alternative assets in 401(k)s: Implications for asset managers and individuals

Alternative assets in 401(k)s: Implications for asset managers and individuals

RSM US examines the implications of alternative assets in 401(k)s.
Tips for navigating OBBBA’s new changes in U.S. tax reporting and withholding rules

Tips for navigating OBBBA’s new changes in U.S. tax reporting and withholding rules

2026 brings new planning opportunities with changes in U.S. tax reporting requirements under OBBBA for tips, remittances and loans along with new forms, thresholds and withholding rules.
Creating a Lasting Legacy: Building a Multigenerational Wealth Transfer Plan for Families

Creating a Lasting Legacy: Building a Multigenerational Wealth Transfer Plan for Families

Learn how families can build a lasting legacy and successfully transfer wealth across generations. Discover strategies for vision, governance, and tax efficiency with actionable insights.
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