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


Second Circuit holds modification of prepaid forward contracts taxable

Court treats extension of contracts as an exchange of each contract and a constructive sale of underlying stock, large liability results.


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.


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.


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.


IRS announces proposed regulations on SALT deduction cap

IRS warns taxpayers that federal law controls the characterization of payments made in exchange for state and local tax deductions.

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