RSM US LLP

October is #CybersecurityAwarenessMonth and Robert Snodgrass is asking the right question: When was your last cyber checkup? Our Cyber Maturity Assessment helps you understand where your program stands—and exactly how to strengthen it. https://rsm.us/47vEGKL

When accountability takes a back seat, project outcomes suffer. In this new insight from Sanga Chandel and Jack Schreiber, discover how proactive governance can prevent favoritism from undermining success — and how transparency builds stronger results.

Liquidity squeeze in the money markets—what do you need to know? The Treasury’s shift toward short-term T-bills to reduce interest payments is creating ripple effects across the financial system. Money market funds are pulling cash from the Fed’s overnight repo facility to chase higher yields, tightening liquidity and pressuring benchmark rates like SOFR. This isn’t just a technical adjustment. It’s a structural shift that could distort bond pricing, inhibit investment and slow economic growth. “The reliance on short-term bills to finance long-term debt has already had consequences,” writes our Chief Economist Joseph Brusuelas. How could these shifts affect your financing strategy and investment planning? Read our full article for a deeper dive: https://rsm.us/4nFW8D9

From #AI strategy and #IPO readiness to compliance, #cybersecurity and #tax planning, our upcoming events are designed to help you navigate what’s next with confidence. Register today to join us: 📌 Fireside chat: From spreadsheets to strategy » https://rsm.us/3JhQTud 📌 Real-time insights from integrated data » https://rsm.us/47fUj8Z 📌 Tax in Motion: 2025 planning and 2026 outlook » https://rsm.us/3WDHiRw 📌 Boardroom intel: Leading through disruption » https://rsm.us/4nanFLN 📌 Boost security with Microsoft Zero Trust » https://rsm.us/3J9nmmk 📌 What’s next for IPOs in 2025? » https://rsm.us/4qwmr0r 📌 Navigating compensation and benefits change » https://rsm.us/4osWjBH 📌 AI forecasting with NetSuite EPM » https://rsm.us/3W94W8k 📌 Inside the middle market: 2025 AI trends » https://rsm.us/4nVfOTF 📌 AI and family offices » https://rsm.us/478YHX5 Plus, connect with us in person at: 📍 The Global Produce & Floral Show » https://rsm.us/4n6tQAo 📍 Community Summit North America » https://rsm.us/498KxI7 📍 Microsoft Power Platform Community Conference » https://rsm.us/4nNugwI Don’t miss your chance to gain valuable insights from RSM professionals and industry leaders.

This #NationalManufacturingMonth, we’re celebrating the makers driving innovation forward. See how Jason Alexander and our team are helping manufacturers prepare for what’s next. 👇

Navigating OBBBA: What businesses need to know about key tax provisions   The One Big Beautiful Bill Act (OBBBA) continues to reshape the tax landscape. Our article series breaks down the most impactful provisions, from R&D expenses and bonus depreciation to clean energy credits and international tax updates. Explore how these changes could affect your business strategy: 🔹 R&D expenses: https://rsm.us/4h2cgvY 🔹 Bonus depreciation: https://rsm.us/4nIbiHI 🔹 Higher business interest expense limit: https://rsm.us/4h1gqEo 🔹 Clean energy and fuels tax credits and incentives: https://rsm.us/4mZceXc 🔹 Global taxation reform: https://rsm.us/48qsBsk 🔹 Qualified business income deduction: https://rsm.us/4n1W2Ep 🔹 SALT cap: https://rsm.us/4h8sCDt 🔹 Opportunity zones: https://rsm.us/4n0Ifye 🔹 Qualified small business stock: https://rsm.us/3W2rkAa 🔹 Income tax provisions: https://rsm.us/3J4aIVO 🔹 Tax-exempt organizations: https://rsm.us/3KKbwzB 🔹 Foreign tax credit: https://rsm.us/42zcuVy 🔹 Compensation, benefits, tips and OT: https://rsm.us/3KKeTGP   Dive into the full series below.

“In my role, there’s a lot of problem solving,” says Tarlan, client processing specialist. “That pushes you to get out of your comfort zone and try to find answers.”   At RSM, our people are: • Caring  • Curious  • Collaborative  • Courageous  • Critical thinkers    These five key characteristics, which we call the 5 C's, are central to our culture and essential to delivering the power of being understood, encouraging our people to #GrowForwardatRSM. https://rsm.us/3OJo7AM

For the fifth time, RSM has been named to CRN's Fast Growth 150 list—recognizing North America’s fastest-growing technology solution providers. This achievement highlights our continued growth in technology consulting and our commitment to helping clients embrace #AI, #cloud computing and #cybersecurity with confidence. Read more: https://rsm.us/4o8WC4Z

Our U.S. Economist Tuan Nguyen, Ph.D appeared on Schwab Network to discuss economic data, what to expect from the Fed and more. Watch here: https://rsm.us/4n1q7UE

As the $30 trillion U.S. economy evolves, so must the tools we use to understand it. Federal employment data—long considered the gold standard—is increasingly challenged by low survey response rates and frequent revisions. For #middlemarket businesses navigating labor shifts, #inflation and policy uncertainty, this creates real risk. To improve how we interpret monthly jobs data, consider these approaches: • Look at the change, not the total • Emphasize the service sector • Look to alternative sources of data Our Chief Economist Joseph Brusuelas argues that private label data—from sources like ADP, Homebase and Bloomberg—is no longer just a supplement. It’s becoming essential. 📖 Read the full article: https://rsm.us/4mPfKmP