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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 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

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.

TAX ALERT

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.

TAX ALERT

December section 7520 rate at 1.8 percent; a blip or a clarion call?

With the widely applicable section 7520 rate moving up by another 20 basis points, the trend may no longer be the estate planner’s friend.

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