by RSM US LLP | Sep 22, 2025
< Back to the Insights Gallery AI is here—is your family office prepared?CPE EVENT | November 04, 2025Authored by RSM US LLPRegister nowEvent overviewPreparing for AI with confidenceArtificial intelligence is already reshaping how family offices operate—from...
by RSM US LLP | Jul 14, 2025
< Back to the Insights Gallery New tax law introduces big changes for exempt organizations and donorsARTICLE | July 14, 2025Authored by RSM US LLPExecutive summary: How the OBBBA affects tax-exempt organizationsThe One Big Beautiful Bill Act (OBBBA, P.L. 119-21),...
by RSM US LLP | Apr 14, 2025
< Back to the Insights Gallery Estate Planning Q&A: Charitable split interest trusts explainedARTICLE | April 14, 2025Authored by RSM US LLPFor charitably inclined individuals, a split interest trust, such as a charitable remainder trust (CRT) or charitable lead...
by RSM US LLP | Apr 2, 2025
< Back to the Insights Gallery Scale it or sell it: Determining the path for your privately owned businessCPE EVENT | April 02, 2025Authored by RSM US LLPEvent overviewNo matter your long-term goals, proactive business planning can help you maximize value and...
by RSM US LLP | Mar 18, 2025
< Back to the Insights Gallery Estate planning in 2025: What you can do nowARTICLE | March 18, 2025Authored by RSM US LLPWe’ve been down this road before. Congress is yet again discussing changes to the transfer tax rules, and this time, uncertainty is compounded...
