RMB Capital

The tax deadline for individual 1040s has moved to May 17. Check out our updated 2021 Tax Timeline for other important deadlines.

Tax Timeline 2021 The RMB Capital Tax Timeline includes the important dates related to filing 2021 taxes for individuals, businesses, S-corporations, partnerships, trusts and estates, and tax-exempt organizations. Please download a high resolution PDF here. Image

On April 1, 2005, our firm was established with a team of 19 employees who embraced our independent, entrepreneurial model. Sixteen years later, we have nine offices around the country and about 150 employees who manage over $9 billion in assets. Thank you for your continued support!

Middle-aged individuals who are caring for aging parents, supporting children, and saving for retirement are a growing population named “the sandwich generation.” In this article, Partner and Senior Relationship Manager, Sue Christoph, highlights important planning considerations that may help those of you in this position.

The Sandwich Generation Middle-aged individuals who are caring for aging parents, supporting children, and saving for retirement are a growing population named “the sandwich generation” (Exhibit 1). Demographic trends, such as longer life expectancies and more adult children returning home after college or between jobs...

This , we celebrate women’s achievements, especially as it relates to their role in the economy. We are keenly aware of the unique challenges women face and remain committed to helping women boost their and achieve their .

Women & Money: The Gap Between Influence and Confidence The RMB Women & Money infographic provides facts and statistics highlighting the relationship between women and finances. Please download a high resolution PDF here. Image ×