Industries
we serve.
Deep sector expertise across tax, insurance, and consulting — so we understand your business, not just your books. Every industry below reads the same way: what tax, risk, and consulting look like for you.
Private Equity & Fund Managers
Jump ↓ 02 / 10Energy & Natural Resources
Jump ↓ 03 / 10Real Estate & Construction
Jump ↓ 04 / 10Manufacturing & Distribution
Jump ↓ 05 / 10Technology & SaaS
Jump ↓ 06 / 10Hospitality & Restaurants
Jump ↓ 07 / 10Healthcare
Jump ↓ 08 / 10Professional Services
Jump ↓ 09 / 10Logistics & Transportation
Jump ↓ 10 / 10High-Net-Worth & Family Offices
Jump ↓Private Equity & Fund Managers
RSK serves PE fund managers, venture capital firms, and their portfolio companies across the investment lifecycle. From fund formation through exit, we provide integrated tax compliance, operational advisory, and risk management.
- Fund tax compliance — partnership returns, K-1 preparation, and investor reporting
- Carried interest calculations and waterfall allocations
- ASC 740 provisions for portfolio companies
- Tax due diligence and deal structuring for acquisitions and exits
- SALT nexus analysis across portfolio companies
- D&O liability coverage for GPs and fund directors
- E&O and fiduciary liability programs
- Fund-level insurance structuring and annual renewals
- Portfolio company insurance audits and gap analysis
- Reps & warranties insurance for M&A transactions
- Portfolio back-office accounting and fractional CFO services
- Post-acquisition integration and operational improvement
- Financial reporting infrastructure for new platforms
- LP reporting and fund administration support
- Exit readiness and sell-side preparation
Energy & Natural Resources
Houston is the energy capital of the world, and RSK is built to serve the companies that operate here — upstream and midstream operators, mineral rights holders, and energy-focused private equity funds.
- Upstream and midstream tax compliance and planning
- Percentage depletion and IDC optimization
- IRC §45I marginal well credit analysis (Form 8904)
- Joint interest billing (JIB) and revenue distribution audits
- Severance tax and state royalty reporting
- Transaction structuring for asset acquisitions and divestitures
- P&C coverage for rigs, equipment, and facilities
- Well control and blowout insurance
- Environmental liability and pollution coverage
- Excess liability and umbrella for operators
- Workers’ comp for field and offshore crews
- Operational consulting for field operations and back-office
- Financial modeling for drilling programs and capital budgets
- Back-office accounting and production revenue tracking
- Transaction advisory for acquisitions, divestitures, farm-outs
- Regulatory compliance and reporting support
Real Estate & Construction
Developers, operators, REITs, general contractors, and subcontractors across commercial, multifamily, mixed-use, and ground-up construction. From 1031 exchanges and JV structuring to job-costing and builder’s risk, we bring the depth to get it right.
- Partnership and JV tax compliance and structuring
- §1031 like-kind exchange planning and execution
- Cost segregation studies and accelerated depreciation
- Opportunity Zone investment structuring
- REIT tax compliance and qualification testing
- Percentage-of-completion and long-term contract accounting for contractors
- State and local property tax consulting
- Property insurance for commercial and multifamily portfolios
- Builder’s risk and contractor’s equipment coverage
- General liability, wrap-ups (OCIP/CCIP), and surety bonding
- Flood, wind, and catastrophic event coverage
- Tenant and lease compliance insurance requirements
- Investor reporting and fund admin for real estate funds
- Financial modeling for dev pro formas and acquisitions
- Job-costing, WIP reporting, and contractor back-office accounting
- Entity structuring for new ventures and syndications
- Due diligence support for acquisitions and dispositions
Manufacturing & Distribution
Manufacturers, processors, and distributors — from family-owned plants to middle-market operators. We bring the tax depth, risk programs, and operational reporting that capital-intensive, multi-state businesses depend on.
- R&D tax credit studies (§41) for process and product innovation
- Bonus depreciation and §179 expensing for equipment and plant assets
- UNICAP (§263A) and inventory capitalization analysis
- Multi-state apportionment, sales & use tax, and manufacturing exemptions
- IC-DISC structuring for exporters
- Property coverage for plants, equipment, and finished goods inventory
- Product liability and product recall insurance
- Business interruption and contingent BI coverage
- Workers’ comp for industrial and skilled-trade workforces
- Cyber liability and operational technology (OT) exposure
- Cost accounting, standard costing, and margin analysis
- Back-office accounting and operational reporting
- ERP and production system implementation support
- Supply chain, working capital, and inventory financing advisory
- Capital planning and lender reporting
Technology & SaaS
Founders, operators, and investors across software, SaaS, fintech, and digital platforms. We understand the economics of recurring revenue, the complexity of equity compensation, and the pace of venture-backed growth.
- R&D credit studies and §174 capitalization analysis for software development
- Qualified Small Business Stock (QSBS, §1202) planning
- Equity compensation — ISOs, RSUs, and 83(b) election guidance
- State and local nexus analysis for SaaS, digital, and marketplace revenue
- International tax planning for distributed teams and foreign entities
- Cyber liability and data breach response coverage
- Technology E&O / professional liability for software and SaaS
- D&O liability for venture-funded and late-stage companies
- Intellectual property infringement and media liability
- Employment practices liability for fast-growing teams
- Fractional CFO, FP&A, and financial model build-out
- ARR, unit economics, and SaaS metrics reporting
- ASC 606 revenue recognition setup and automation
- Cap table maintenance and 409A valuation coordination
- Fundraising readiness and diligence support
Hospitality & Restaurants
From single-location restaurants to multi-unit hotel operators, RSK understands the thin margins, seasonal volatility, and complex workforce dynamics of hospitality.
- FICA tip credit optimization and payroll tax planning
- Multi-state sales and franchise tax compliance
- Texas mixed beverage gross receipts and sales tax returns
- Franchise and multi-unit entity structuring
- R&D credits for proprietary food service technology
- Liquor liability and dram shop coverage
- Property insurance for restaurants and hotel assets
- Workers’ comp for high-turnover workforces
- Employment practices liability (EPLI)
- Business interruption and spoilage coverage
- Back-office accounting and daily sales reporting
- Financial modeling for new concept launches and expansions
- Employee benefits design and workforce planning
- POS system integration and operational reporting
- Franchise disclosure and expansion advisory
Healthcare
Physician groups, clinics, ambulatory surgery centers, and healthcare-focused PE funds — with the regulatory and reimbursement complexity unique to the sector.
- Physician practice and ASC tax compliance and planning
- Entity structuring for physician-owned practices and group models
- Executive compensation and deferred comp arrangements
- Transaction advisory for practice mergers and PE acquisitions
- Tax-exempt organization compliance (Form 990)
- Professional liability (malpractice) — claims-made and occurrence
- Cyber liability and data breach coverage (HIPAA exposure)
- Employee benefits design and group health plans
- Workers’ comp for clinical staff
- D&O for practice boards and management companies
Professional Services
Law firms, accounting practices, consulting groups, and creative agencies. We help professional service firms manage tax obligations, protect against professional liability, and build scalable back offices.
- Pass-through entity tax planning (§199A, SALT cap workarounds)
- Partner compensation and guaranteed payment structuring
- Retirement plan design — SEP, 401(k), defined benefit
- Multi-state income tax compliance for distributed teams
- Professional liability / E&O coverage
- Cyber liability and data breach protection
- Employment practices liability (EPLI)
- D&O and fiduciary liability for firm leadership
- Outsourced accounting and financial reporting
- Firm valuation and succession planning advisory
- Partner buyout and ownership transition modeling
- Operational efficiency and workflow consulting
Logistics & Transportation
Freight brokers, trucking companies, warehousing operators, last-mile delivery. Multi-state tax, fleet risks, and the regulatory environment of the logistics sector.
- Multi-state income and sales tax compliance
- IFTA and fuel tax reporting support
- Heavy vehicle use tax (Form 2290) and excise taxes
- Depreciation planning for fleet and equipment assets
- Independent contractor vs. employee classification analysis
- Fleet auto and commercial trucking coverage
- Cargo and freight liability insurance
- General liability and umbrella programs
- Workers’ comp and safety programs
- Warehouse legal liability and inland marine coverage
High-Net-Worth & Family Offices
Wealth creates complexity. RSK works with successful individuals, executives, and multi-generational families to coordinate tax planning, asset protection, estate strategies, and personal insurance.
- Individual and trust/estate tax compliance and planning
- Gift tax and wealth transfer strategies (GRATs, IDGTs, FLPs)
- Charitable giving and private foundation advisory
- Multi-entity coordination across investments and operating businesses
- State residency planning and income sourcing
- High-value homeowners and excess property coverage
- Collector car, fine art, jewelry, and collections insurance
- Personal umbrella and excess liability programs
- Private aviation and watercraft coverage
- Life insurance review and estate liquidity planning
- Family office accounting and consolidated reporting
- Investment entity structuring and administration
- Next-generation wealth education and governance
- Concierge financial coordination across advisors
- Philanthropic strategy and impact measurement