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Tax and Advisory

Timely insights to address your challenges

For decades, RSM has helped business owners in almost every industry assess, protect and maximize a lifetime of effort for retirement and future generations. They've relied on RSM for tax valuations and advisory services covering a variety of transaction-related, compliance, planning and dispute needs.

Our team collaborates with you to help you realize your goals in the following areas:

Estate and gift tax.We provide defensible valuations of business interests in corporations, partnerships or other pass-through entities for estate planning/settlement, gifting and IRS reporting of estate/gift transactions.

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or

Advisory services. As you navigate the uncertainty of selling or transferring business interests or have tax-related questions, RSM professionals rely on an extensive internal network to provide you with the timely insights you need to address your most pressing business challenges.

When it's time for a valuation opinion on a pressing issue, call RSM.