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Our professionals are devoted to first understanding your goals and the business, financial and personal issues that form them. We then work with you to develop comprehensive, tailored and streamlined solutions that address your full range of needs.


RSM Annual Tax Planning Guide

Our annual guide provides succinct analyses, tips, rate charts and other useful data to help businesses and individuals with tax planning.  Discover answers to popular tax questions or delve into specific areas, including tax planning basics, investing, real estate, business and executive compensation, charitable giving, retirement, estate planning and more.  This online resource is updated every fall.


Related Insights

The new charitable giving limit may not be as giving as first thought

TAX ALERT

The new charitable giving limit may not be as giving as first thought

The 60 percent of adjusted gross income limit for charitable gifts of cash may not be available to donors who diversify their major giving.

Questions at the intersection of choice of entity and estate planning

TAX ALERT

Questions at the intersection of choice of entity and estate planning

An analysis of moving from pass-through to C corporation must consider the implications of conversion on the owner’s estate planning.

The estate, gift and GST tax exemption for 2018 is $11.18 million

TAX ALERT

The estate, gift and GST tax exemption for 2018 is $11.18 million

Two months after TCJA became law, we can now calibrate the outer limits of 2018 wealth transfers with precision, not approximation.

Tax Court rules family office activities as trade or business services

INSIGHT ARTICLE

Tax Court rules family office activities as trade or business services

Lender Management, LLC versus Commissioner court case coupled with the 2017 Tax Act have family offices revisiting how they are structured.

ACA penalty on individuals without health insurance still applies

TAX ALERT

ACA penalty on individuals without health insurance still applies

The IRS will not process 2017 individual tax returns without health insurance information as ACA penalties still apply for 2017.