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


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.


Uncertainties in individual income tax and estate planning after TCJA

A practical look at how individuals can understand the impact of TCJA on their planning and what steps they might consider in response.


IRS closes perceived loop-hole in NOL guidance due to TCJA expensing

Notice requires calculation of recognized built-in gain or loss without regard to section 168(k) for ownership changes after May 8.


Section 197 anti-churning rules remain a trap for the unwary

IRS Field Attorney Advice denies domestic parent’s deductions for amortization of brand intangibles purchased from a foreign subsidiary.

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