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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

TAX ALERT

Senate liberalizes pass-through rate proposal

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

TAX ALERT

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.

TAX ALERT

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.

TAX ALERT

Big Six tax plan calls for prudence in estate planning

Repealing the estate tax but keeping the gift tax will complicate wealth transfer planning. But there are ways to avoid big mistakes.

TAX ALERT

New simplified method to obtain an extension to elect portability

Rev. Proc. 2017-34 makes it easier (and cheaper) to obtain an extension to elect portability of decedent spouse’s unused exclusion.

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Related Resources

Business Succession Planning


UPCOMING RSM TAX EVENTS

LIVE WEBCAST

Managing a changing workforce to maximize business operations

  • December 05, 2017

IN-PERSON EVENT

RSM’s annual end-of-year summit

  • December 05, 2017

IN-PERSON EVENT

RSM’s 8th annual Richmond clients, alumni and friends CPE event

  • December 12, 2017