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Trusted, credible advice begins with understanding your needs and concerns.

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

Tax reform makes tax planning more challenging in 2018. While one of the intentions of lawmakers was to simplify the tax code, at least for this year things will be more complicated as everyone gets familiar with the changes and their impact.

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

Guidance released for state and local income tax refunds

TAX ALERT

Guidance released for state and local income tax refunds

The IRS released Rev. Rul. 2019-11 regarding the tax treatment of state and local tax refunds.

INSIGHT ARTICLE

Earn-outs with continued employment purchase price or compensation

Tax considerations and planning tips for taxpayers undergoing a stock or asset sale with payments contingent on both earn-out and employment

INSIGHT ARTICLE

Life sciences 2018 tax year in review—and a look ahead

Tax highlights for life sciences companies as you prepare for year-end filing and a look ahead to prepare for 2019.

U.S. Supreme Court to hear Kaestner trust tax nexus case

INSIGHT ARTICLE

U.S. Supreme Court to hear Kaestner trust tax nexus case

High court to decide whether in-state beneficiary of nonresident trust is sufficient for the Due Process Clause.

IRS Identity protection PIN program expansion

TAX ALERT

IRS Identity protection PIN program expansion

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