Tax Planning and Compliance Services

RSM's tax planning and compliance service professionals have the experience and knowledge to help wealthy individuals and families mitigate their federal and state tax burdens and preserve assets for generations to come. Learn how we can help you manage tax exposure and create long-term savings through high net worth tax planning.

Services that cross borders

We recognize you may also face the challenges of managing assets and holdings across borders. Our international private client services advisors understand the multitude of tax considerations impacting inbound and outbound planning. Working with our colleagues in RSM International—a global network of firms in over 120 countries—we have the deep resources to develop multinational tax and estate planning strategies that meet your individual needs. Learn how we can help you with your multinational tax planning needs.

Related Insights


Congress passes sweeping changes to the tax law

Tax reform has been signed into law. Read RSM’s summary of the major business, international and individual tax provisions.


House-Senate agreement sets the stage for major tax law changes

If enacted, the final bill produced by Congress will have far-reaching implications for individuals’ income and estate tax planning.


Senate liberalizes pass-through rate proposal

Senate Republicans propose to liberalize their pass-through tax proposal, helping middle-income professionals and service businesses.


Pass-throughs holding breath for House tax bill

Domestic pass-through entities await details of House tax bill on carried interest, tax rates and interest deductions.


Treasury will withdraw the proposed 2704 regulations

Treasury says that it will withdraw the proposed 2704 regulations in their entirety, clearly noting their fatal lack of clarity.

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