Menu

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

For family offices, ESG special report reflects change and opportunity

ARTICLE

For family offices, ESG special report reflects change and opportunity

Environmental, social and governance on family offices cannot be underestimated, as governance and investment strategy affects wealth.

Not a panacea: State pass-through SALT deduction workarounds

INSIGHT ARTICLE

Not a panacea: State pass-through SALT deduction workarounds

Members of pass-through entities must conduct thorough modeling to determine whether a workaround is ultimately beneficial.

R&E capitalization may mean higher 2022 estimated tax payments

INSIGHT ARTICLE

R&E capitalization may mean higher 2022 estimated tax payments

In 2022, R&E expenditures cannot be deducted; taxpayers should plan now how they will meet the resulting higher estimated tax payments.

Tax Policy Update: Tracking a new path to enactment

RECORDED WEBCAST

Tax Policy Update: Tracking a new path to enactment

An update on the tax policy developments in Congress and the U.S. Treasury, presented by RSM’s tax policy team.

‘Friendly doctor’ structures and state combined return considerations

INSIGHT ARTICLE

‘Friendly doctor’ structures and state combined return considerations

Filing limitations and requirements at the state level may create both risks and opportunities for federal consolidated filers.

Technology is transforming the usability of tax data

INSIGHT ARTICLE

Technology is transforming the usability of tax data

With tax software platforms, private equity funds have the real-time insights they need for smarter investment decision-making.

Tax changes and M&A: Accelerated deals, sticker shock, finding value

VIDEO

Tax changes and M&A: Accelerated deals, sticker shock, finding value

Proposed tax increases have accelerated deals. Transactions will continue despite any tax changes, just with new pricing considerations.

2021 year-end tax considerations for businesses

INSIGHT ARTICLE

2021 year-end tax considerations for businesses

Our annual tax planning guide for businesses addressing federal tax changes and developments that affect the middle market.

Australia issues draft ruling characterizing income from software

INSIGHT ARTICLE

Australia issues draft ruling characterizing income from software

Australian Taxation Office released draft ruling regarding the characterization of income from licensing and distributing computer software

Creating a taxable event via a busted section 351 transaction

INSIGHT ARTICLE

Creating a taxable event via a busted section 351 transaction

President Biden and Congress have proposed to increase the capital gains tax rate. Taxpayers may wish to create a taxable event.

Receive our tax newsletters by Email

Subscribe


How can we help you with your tax planning?



UPCOMING RSM TAX EVENTS

EVENT

Tax in Motion—2021 tax summit week

  • November 01, 2021

LIVE WEBCAST

Global mergers & acquisitions webcast series

  • November 01, 2021

LIVE WEBCAST

Tax innovation webcast series 2021

  • December 02, 2021