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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

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.

TAX ALERT

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.

INSIGHT ARTICLE

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.

TAX ALERT

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 ALERT

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.

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UPCOMING RSM TAX EVENTS

IN-PERSON EVENT

Des Moines mergers and acquisitions tax update

  • August 03, 2017

LIVE WEBCAST

Retirement plan issues and insights

  • August 03, 2017