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


Final regulations address taxation of ESBTs with nonresident aliens

Rules clarify how S corporation income allocated to an ESBT will be taxed when a trust beneficiary is a nonresident alien.


U.S. Supreme Court hears arguments in Kaestner trust tax nexus case

Justices express concern over North Carolina’s tax on the undistributed trust income earned for the benefit of a resident.


New Qualified Opportunity Zone regulations offer additional guidance

The new Qualified Opportunity Zone regulations answer many questions that favor taxpayers, though some questions remain.


Guidance released for state and local income tax refunds

The IRS released Rev. Rul. 2019-11 regarding the tax treatment of state and local tax refunds.


IRS Identity protection PIN program expansion

The IRS has expanded its voluntary IP PIN program to taxpayers residing in seven additional states.

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