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Our professionals are devoted to first understanding your goals and the business, financial and personal issues that form them. We then work with you to develop comprehensive, tailored and streamlined solutions that address your full range of needs.


RSM Annual Tax Planning Guide

Our annual guide provides succinct analyses, tips, rate charts and other useful data to help businesses and individuals with tax planning.  Discover answers to popular tax questions or delve into specific areas, including tax planning basics, investing, real estate, business and executive compensation, charitable giving, retirement, estate planning and more.  This online resource is updated every fall.


Related Insights

Certain PFIC gains excluded from gross income

TAX ALERT

Certain PFIC gains excluded from gross income

Tax Court finds that PFIC gains are not included in current-year gross income and losses from PFIC shares do not offset gains.

Keeping the business in the family: Third generation's challenge

CASE STUDY

Keeping the business in the family: Third generation's challenge

Learn the key ownership and business readiness steps taken to successfully transition this family business from generation to generation.

Proposed regulations may close the door on SALT workarounds

TAX ALERT

Proposed regulations may close the door on SALT workarounds

Proposed regulations curtail state laws that circumvent the SALT deduction cap by crediting charitable contributions against state taxes.

INSIGHT ARTICLE

Regulations will confirm deductions for estates and non-grantor trusts

Confirming the view of many tax advisors, regulations will confirm deductibility of expenses incurred by estates and non-grantor trusts.

Implications of the 199A proposed regulations on planning with trusts

TAX ALERT

Implications of the 199A proposed regulations on planning with trusts

Good news and bad news…ESBTs qualify for the section 199A deduction but anti-abuse provisions would curtail use of multiple trusts.