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Tax Advisory Services

Meaningful tax savings aren’t achieved by just correctly filing at the local, state, federal, or international levels. They are realized through a knowledgeable, integrated approach that anticipates how each tax challenge influences the decisions you make to achieve corporate and personal growth.

When you partner with RSM, our tax advisors work alongside you at every stage of your personal or business lifecycle. With a breadth of services extending far beyond filing and compliance issues, our approach is focused on capturing value by strategically planning around your core financial objectives. By leveraging our extensive experience in the middle market, we help you achieve your goals – whether that be to expand into new markets, expand your workforce, invest in new opportunities or provide for the next generation. Our tax advisory services include:

  • Compensation & Benefits – Building tax-optimized design and implementation of ESOPs, retirement plans, employee benefits, and other types of executive compensation programs
  • Credits & Incentives – Identifying and capturing all federal, state, and local tax credits and incentives to make strategic business improvements.
  • Federal Tax – Tackling the complexity of federal tax obligations with special attention to your business goals, structure, and industry.
  • Indirect Tax – Managing your exposure to VAT and Sales & Use taxes, while realizing additional savings through streamlined compliance programs.
  • International Tax Planning – Fueling your presence in global markets with strategic tax structuring, transfer pricing analysis, foreign tax compliance and more.
  • Private Client – Developing comprehensive plans for enabling business transitions, establishing family offices, philanthropic gifting, and other wealth transfer strategies
  • State and Local Tax – Improving compliance and maximize tax savings for your business across multiple jurisdictions.
  • Tax Function Optimization – Complementing your tax team with outsourced or co-sourced solutions and technological improvements

Whether you're buying or selling a business, expanding into other states, or going global, we're there helping you understand how your business strategies will impact your tax position – so you can minimize risk and maximize opportunity.

Tax knowledge you can trust

RSM’s team of tax consultants are uniquely positioned to help you throughout your business’s journey. Your local RSM office leverages our entire network to coordinate with specialists and find the best answers to any tax challenges you face. Our Washington national tax practice is in constant contact with tax officials and legislators understanding the latest developments in tax policy and regulation. Teams leverage their deep knowledge of the regulatory landscape around taxation so other RSM professionals can help clients understand and plan for emerging legislation and rulings before they affect their businesses.

Featured Insight

Tax aspects of President Biden’s American Jobs Plan

Tax aspects of President Biden’s American Jobs Plan

Washington National Tax summarizes key tax aspects of President Biden’s American Jobs Plan and the Made in America Tax Plan.


Related insights

Multistate Tax Commission updates status, announces new initiatives

INSIGHT ARTICLE

Multistate Tax Commission updates status, announces new initiatives

MTC updates status of combined reporting and transfer pricing initiatives, announces new initiatives on pass-through and digital tax issues.

Wisconsin legislators proposes $3.4 billion in tax cuts

INSIGHT ARTICLE

Wisconsin legislators proposes $3.4 billion in tax cuts

Wisconsin budget bill moves forward with tax cuts aimed at encouraging individuals and businesses to stay and invest in the state.

Significant Economic Presence (SEP) rules in India and its tax impact

INSIGHT ARTICLE

Significant Economic Presence (SEP) rules in India and its tax impact

Overview of the SEP rules that are important for multinational entities to consider while conducting business in India.

Wayfair nexus turns three by celebrating near universal adoption

INSIGHT ARTICLE

Wayfair nexus turns three by celebrating near universal adoption

Three years after the Wayfair decision, economic sales tax nexus has become the norm, but unanswered questions and numerous issues remain.

Tax treatment of royalty monetization transactions – sale or loan?

INSIGHT ARTICLE

Tax treatment of royalty monetization transactions – sale or loan?

Is a payment to a life science company monetizing a royalty stream a loan or sale proceeds? Is the income ordinary or capital?

RECORDED WEBCAST

States of Motion: 2021 state and local tax summit

Join RSM for a two-day event featuring six state and local tax webinars focused on helping your business move forward amidst change.

U.S. and global effects of G-7's agreement on a 15% global minimum tax

VIDEO

U.S. and global effects of G-7's agreement on a 15% global minimum tax

G-7 agreement on a 15% global minimum tax could end the race to the bottom in global taxation, but global and U.S. outlooks remain complex.

North Carolina tax reform: Big, bold and controversial

INSIGHT ARTICLE

North Carolina tax reform: Big, bold and controversial

North Carolina Senate pushes forward major tax reform bill, continuing down the path to repeal the state’s corporate income tax.

Massachusetts wealth tax ballot measure to return in 2022

INSIGHT ARTICLE

Massachusetts wealth tax ballot measure to return in 2022

Massachusetts legislature approves 2022 ballot measure to add 4% additional tax on all income over $1 million effective January 1, 2023.

RECORDED WEBCAST

U.S. Treasury’s Greenbook: A detailed look at potential tax changes

Join RSM professionals on this webcast to learn details on President Biden’s fiscal year 2022 budget and the Treasury’s tax Greenbook.

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UPCOMING RSM TAX EVENTS

LIVE WEBCAST

Understanding the complex world of global indirect taxes

  • June 30, 2021

LIVE WEBCAST

Tax innovation webcast series 2021

  • July 13, 2021