Tax planning guides and rate information

Get RSM annual tax planning guides and resources with tips, tax rates and other useful data to help businesses and individuals with tax planning

Tax planning resources

Bookmark this page as your online resource for downloading and referencing critical tax information. 

RSM offers these downloadable references plus analysis, tips, rate charts, rate schedules as well as tax planning basics on investments, business and executive compensation, charitable giving, retirement, estate planning and more.  

Federal tax rates, limits and phase-outs directly affect your business and personal tax planning strategies. Keep our federal rate card handy to ensure you are using the most up-to-date information when making financial decisions. 

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