Tax Planning and Compliance Services

RSM's tax planning and compliance service professionals have the experience and knowledge to help wealthy individuals and families mitigate their federal and state tax burdens and preserve assets for generations to come. Learn how we can help you manage tax exposure and create long-term savings through high net worth tax planning.

Services that cross borders

We recognize you may also face the challenges of managing assets and holdings across borders. Our international private client services advisors understand the multitude of tax considerations impacting inbound and outbound planning. Working with our colleagues in RSM International—a global network of firms in over 120 countries—we have the deep resources to develop multinational tax and estate planning strategies that meet your individual needs. Learn how we can help you with your multinational tax planning needs.

Related Insights


The SECURE Act - Planning implications for high net worth individuals

The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now


IRS makes it definitive... there is no clawback!

IRS confirms that gifts between 2018 and 2025 will be covered by the exemption then in place and not in the year of death.


2020 Inflation adjustments for individuals, trusts and estates

The IRS released Revenue Procedure 2019-44 listing the inflation adjustments for individual, trust and estates.


Proposed regulations update tables used to calculate RMD

The IRS issues proposed regulations to update the life expectancy tables to reflect current, longer life expectancy rates.


IRS releases 2020 retirement plan limitations

The IRS publishes applicable annual limitations and maximums for retirement plans, resulting in small increases for 2020.

Receive our tax newsletters by Email


How can we help you with your tax planning & compliance?