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.

Related Insights


Tax Court holds extension of prepaid forward contract not taxable

Taxpayer recognized no gain when its obligation to deliver shares was delayed; application of decision to other contracts may be limited.


Section 7520 rate drops for March, dip or blip, we'll take it

This slight reprieve in the upward trend of rates keeps the window open for wealth transfer on a gift tax-efficient basis.


ACA penalty on individuals without health insurance still applies

The IRS will process 2016 individual tax returns without health insurance information, but ACA penalties still apply.


Tax Court decision on abusive DISC commissions to Roth IRA overturned

The Sixth Circuit disagreed with the IRS using substance over form to recharacterize DISC dividends as excess Roth IRA contributions.


Section 7520 rate ticks up for January, but that's not the big news

Repeal of the estate tax would have immediate impact on the fundamental components of a business owner’s succession plan.

Receive our tax newsletters by Email


How can we help you with your tax planning & compliance?

Related Resources

Business Succession Planning