Private Client Services
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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.
Tax Court finds that PFIC gains are not included in current-year gross income and losses from PFIC shares do not offset gains.
Learn the key ownership and business readiness steps taken to successfully transition this family business from generation to generation.
Proposed regulations curtail state laws that circumvent the SALT deduction cap by crediting charitable contributions against state taxes.
Confirming the view of many tax advisors, regulations will confirm deductibility of expenses incurred by estates and non-grantor trusts.
Good news and bad news…ESBTs qualify for the section 199A deduction but anti-abuse provisions would curtail use of multiple trusts.