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RSM Services

Financial Services

We help organizations navigate complex reporting, governance and regulatory issues to achieve their business objectives.


Recorded Webcast

PCI compliance: The missed risks for financial institutions

PCI compliance has been an afterthought for many financial institutions, but adherence to PCI DSS guidelines protects cardholder data.


White Paper

A guide to accounting for business combinations (third edition)

A plain-English explanation of the accounting for a business combination accompanied by detailed examples, illustrations and checklists.


Case Study

A turnkey outsourced accounting solution for a receivables portfolio

How RSM helped a joint venture receivables portfolio meet strict accounting and reporting needs through a sophisticated outsourced solution.


White Paper

The value of finance and accounting outsourcing compared to insourcing

Finance and accounting outsourcing decreases costs for transactional and strategic functions while enhancing processes and controls.

  • Cashin, James
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Recorded Webcast

Estate planning: A practical approach to risk management

Join us on Tuesday, March 28 for a webcast examining risk management strategies designed to help preserve your wealth for future generations.

  • Ratner, Charlie
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Financial Institutions Insights

Success at automated lending isn’t automatic

Learn how proper strategy and implementation can help you realize all of the benefits of online lending.


Investment Industry Insights

Net capital treatment: Deferred taxes for aspect of ASC 606 adoption

The SEC has addressed the net capital treatment of deferred taxes related to certain capitalized costs under ASC 606 and ASC 340.


Financial Reporting Insights

Proposed changes to accounting for long-duration insurance contracts

A recent FASB proposal is intended to improve financial reporting for insurance companies that issue long-duration contracts.


White Paper

Changes to revenue recognition impacting insurance entities

A summary of how entities in the insurance industry may be affected by the new revenue recognition guidance upon its adoption.


Case Study

Insurance broker adds savings and reliability with managed IT services

Knapp Schenck Insurance increased system reliability and depth of IT resources with the comprehensive RSM managed services platform.


Article

When should financial institutions move to the cloud?

Financial institutions must consider multiple factors to determine when they should consider moving their IT infrastructure to the cloud.


Recorded Webcast

Driving efficiency in financial services by outsourcing key processes

Financial services organizations can increase efficiency by outsourcing technology, internal audit and internal investigation processes.


Recorded Webcast

The next generation cloud: Are you in cloud infancy or maturity?

Cloud technologies continue to evolve and offer more complex solutions. Learn the benefits, philosophies and considerations behind each.


Investment Industry Insights

Section 475(e) or (f) revocation is now an automatic change

Revocation of mark-to-market election is now allowed as an automatic change under Rev. Proc. 2015-14, with a five-year waiting period to re-elect.

  • Blacklaw, Brian
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White Paper

Financials: FASB issues standard on recognition and measurement

A high-level overview of FASB's Financial Instruments project classification and measurement standard.

  • Miller, Faye
  • |

Tax Alert

IRS finalizes new rules for investors in money market funds

Taxpayers may now choose to account for gain or loss on money market fund investments based on periodic changes in net asset value.

  • Wasmuth, Ben
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Recorded Webcast

Understanding cybersecurity and operational risks of cryptocurrency

Cryptocurrency—What is it and where is it going? How is it being used today? Join us for a webcast on Nov. 9 to find out more.


Audiocast

Regulatory compliance web seminar series for banks

Join us for next installment of a web seminar series created by RSM LLP to help financial institution gain clarity around new regulations.


White Paper

Best approach for addressing the Dodd Frank regulations | RSM US

How a compliance knowledge management center can position your bank to succeed in today’s difficult regulatory environment

  • Beasley, Ty
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