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 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.

Featured Insights


Consider an approach to fight a state’s assertion of nexus

Recent cases involving trusts highlight planning strategies that may ease the state tax burden on undistributed trust income.

  • Jonathan Schwartz


Impact of section 1411 on S corporations and their shareholders

Section 1411 raises many issues for S corporations and their shareholders with regard to the additional 3.8 percent tax on net investment income.

  • Ed Decker, Becki Sand


Consider decanting a solution for trusts with changed circumstances

Trust decanting has gained popularity over the past three years as a way to deal with changing circumstances and tax laws.

  • Audrey Young


Taxation of Illinois resident trust found unconstitutional

An Illinois appellate court rules resident trust classification of decanted Illinois trust violates the due process clause of the U.S. Constitution.

  • Audrey Young, Charles Schultz
  • |
  • January 28, 2014


Electronic filing rejection code could indicate identity theft

Whether you e-file your tax return or have your accountant file it, rejection code 902 could indicate potential identity theft.

  • Patti Burquest, Justin Silva
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  • January 15, 2014


Comprehensive planning for family businesses

What can family business owners do to grow and protect wealth and ensure a strong foundation to meet the needs of the future?

  • Chris Adler, Benjamin Berger
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  • June 02, 2016

How can we help you?

Contact us by phone 800.274.3978 or submit your questions, comments, or proposal request.