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.
Court treats extension of contracts as an exchange of each contract and a constructive sale of underlying stock, large liability results.
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 curtail state laws that circumvent the SALT deduction cap by crediting charitable contributions against state taxes.
Good news and bad news…ESBTs qualify for the section 199A deduction but anti-abuse provisions would curtail use of multiple trusts.
IRS warns taxpayers that federal law controls the characterization of payments made in exchange for state and local tax deductions.