RSSM

Owners

Goods & Services

Bookkeeping and general accounting services; fiduciary accounting services; forensic accounting services, business auditing services, business fraud auditing services; tax preparation, planning and consulting services; budget and business management consulting services; business management information consulting and advisory services; business strategy and business plan consulting services; business merger, acquisition and divestiture consulting and advisory services, business valuations and appraisals, human resource consulting services, executive compensation and retention consulting services, executive search consulting services, business succession planning services, SEC reporting advisory services for business and management, and business consulting services in the field of SEC compliance matters for investment managers

Employee benefit consulting services; deferred compensation and retirement plan design, implementation and review for others; estate planning services, estate and trust management services, charitable gift financial planning services, general and personal financial planning services, financial management consulting including financial analysis, real estate consulting services, financial consulting and advisory services, actuarial consulting services, financial analysis, bankruptcy management and fiscal valuation consulting services

Printed materials, namely, books, newsletters, reports, journals, manuals and guides in the fields of accounting, auditing, tax, management consulting, business, financial management and analysis

Litigation support services, SEC filing and compliance services, namely, SEC filing services, regulatory compliance consulting services, and reviewing standards and practices to assure compliance with SEC regulations