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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

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

What business owners need to know about value before selling

WHITE PAPER

What business owners need to know about value before selling

Learn how to view the value of your business through the eyes of a buyer and what you can do today to plan for a successful transaction.

New simplified method to obtain an extension to elect portability

TAX ALERT

New simplified method to obtain an extension to elect portability

Rev. Proc. 2017-34 makes it easier (and cheaper) to obtain an extension to elect portability of decedent spouse’s unused exclusion.

AUDIOCAST

Estate planning: Addressing risk with your advisors

Our presenter shares how to optimally work with your advisors on some of the more unfamiliar pitfalls and risk areas in estate planning.

INSIGHT ARTICLE

Insurance considerations to address your long-term care needs

Learn key information about long term care events as well as choices one must consider, including funding an insurance product.

ARTICLE

RSM’s Guide to Bond Premium and Market Discount

RSM’s Guide to Bond Premium and Market Discount addresses key rules impacting bond holders’ U.S. federal income tax position.