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Financial Services Industry Ideas & Insights

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Recent financial services insights

WHITE PAPER

Financial institutions: Overview of lessor accounting under ASC 842

An overview of the lessor guidance in ASC 842 that most affects financial institutions that provide lease financing to their customers.

Financial services industry outlook

INSIGHT ARTICLE

Financial services industry outlook

Policy uncertainty and the low interest rate environment provide headwinds for the financial services industry in 2020.

IRA unclaimed property escheat rules effective in 2020

INSIGHT ARTICLE

IRA unclaimed property escheat rules effective in 2020

Holders of IRAs may need to withhold 10% federal tax and file Form 1099-R when escheating certain IRA distributions.

VIDEO

2020 tax planning ideas for investment fund owners

Learn about the tax opportunities and challenges facing private equity and hedge fund owners which should be revisited in 2020.

INSIGHT ARTICLE

Top 5 takeaways from the 2019 ABA/ABA Financial Crimes Conference

Illicit Cash Act, Sanctions and Artificial Intelligence are among RSM's key takeaways from the ABA financial Crimes conference.