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Trusted, credible advice begins with understanding your needs and concerns.

Our professionals are devoted to first understanding your goals and the business, financial and personal issues that form them. We then work with you to develop comprehensive, tailored and streamlined solutions that address your full range of needs.

RSM Annual Tax Planning Guide

Our annual guide provides succinct analyses, tips, rate charts and other useful data to help businesses and individuals with tax planning.  Discover answers to popular tax questions or delve into specific areas, including tax planning basics, investing, real estate, business and executive compensation, charitable giving, retirement, estate planning and more.  This online resource is updated every fall.

Related Insights

WHITE PAPER

Estate and gift tax planning in the aftermath of the 2016 election

With tax reform likely, now is the time to review and confirm your estate plan suits your current and future needs.

December section 7520 rate at 1.8 percent; a blip or a clarion call?

TAX ALERT

December section 7520 rate at 1.8 percent; a blip or a clarion call?

With the widely applicable section 7520 rate moving up by another 20 basis points, the trend may no longer be the estate planner’s friend.

RSM Hedge Fund Insights 2016

INSIGHT ARTICLE

RSM Hedge Fund Insights 2016

RSM’s new report offers insights on nine key issues confronting hedge funds, including cybersecurity, investor relations, taxes and more.

2016 year-end tax considerations for businesses

INSIGHT ARTICLE

2016 year-end tax considerations for businesses

Pay attention to the legislative changes and other tax concerns that affect 2016 tax compliance and 2017 tax planning. Download our guide.

WHITE PAPER

Proposed 2704 regulations have significant life insurance implications

Loss of discounts could materially impact liquidity needs and planning with existing policies

IRS releases self-certification procedure for late IRA rollovers

TAX ALERT

IRS releases self-certification procedure for late IRA rollovers

The new procedure will help IRA owners avoid tax and early distribution penalties when they miss the 60-day rollover requirement.

INSIGHT ARTICLE

Private aviation and your business: Important factors to consider

Let's begin by listing a few frequently misunderstood realities regarding private aviation and aircraft ownership.

IRS precluded from regrouping activities under PAL rules

TAX ALERT

IRS precluded from regrouping activities under PAL rules

IRS Chief Counsel advised that a doctor’s decision to not group his practice with a surgical center he regularly used could not be overruled.

S corporation status retained despite disproportionate distributions

TAX ALERT

S corporation status retained despite disproportionate distributions

The IRS ruled that disproportionate distributions resulting from incorrect ownership information did not terminate subchapter S status.

INSIGHT ARTICLE

Applicable rates decline for August—which means what, exactly?

A dip in interest rates renews opportunities for wealth transfer.

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UPCOMING RSM TAX EVENTS

IN-PERSON EVENT

2016 Fall tax summit series

ON DEMAND WEBCAST

Business growth: Workforce tax considerations

  • January 20, 2016