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


IRS Identity protection PIN program expansion

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


Change of address for filing estate and gift tax returns

The filing instructions released earlier this month for Forms 706 and 709 indicated a change in the mailing address.


Token Taxonomy Act provides favorable virtual currency tax reforms

The Token Taxonomy Act would exempt many virtual currency exchanges from taxation and would require virtual currency reporting.


The IRS says, "Yes, there is no clawback"

Proposed regulations confirm that tax-free gifts made between 2018-2025 will not end up being taxable after 2025.


Proposed interest deduction disallowance regulations issued

Proposed rules address many open issues and would prescribe complex calculations for taxpayers deducting business interest expense.

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