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


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.


IRS Commissioner warns of stricter crypto enforcement

In a speech to the AICPA, the new IRS Commissioner Charles Rettig warns of increased crypto currency tax enforcement.


State Bar of Texas highlights questions on the section 199A deduction

The Tax Section of the State Bar of Texas addresses fiduciary income tax concerns in a comment letter on the proposed 199A regulations.


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.

Receive our tax newsletters by Email


How can we help you with your tax planning & compliance?

Related Resources

Business Succession Planning