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


The new charitable giving limit may not be as giving as first thought

The 60 percent of adjusted gross income limit for charitable gifts of cash may not be available to donors who diversify their major giving.


Questions at the intersection of choice of entity and estate planning

An analysis of moving from pass-through to C corporation must consider the implications of conversion on the owner’s estate planning.


The estate, gift and GST tax exemption for 2018 is $11.18 million

Two months after TCJA became law, we can now calibrate the outer limits of 2018 wealth transfers with precision, not approximation.


ACA penalty on individuals without health insurance still applies

The IRS will not process 2017 individual tax returns without health insurance information as ACA penalties still apply for 2017.


IRS addresses homes equity interest deductibility post tax reform

New provisions enacted through tax reform become effective for tax years 2018 through 2025; lower total indebtedness cap to $750,000.

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