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.
Senate Republicans propose to liberalize their pass-through tax proposal, helping middle-income professionals and service businesses.
Domestic pass-through entities await details of House tax bill on carried interest, tax rates and interest deductions.
Treasury says that it will withdraw the proposed 2704 regulations in their entirety, clearly noting their fatal lack of clarity.
Repealing the estate tax but keeping the gift tax will complicate wealth transfer planning. But there are ways to avoid big mistakes.
Rev. Proc. 2017-34 makes it easier (and cheaper) to obtain an extension to elect portability of decedent spouse’s unused exclusion.