RSM Sponsorships

January 2018

  • Heckerling Institute on Estate Planning

March 2018

  • TEI 68th Midyear Conference

January 2018

   Heckerling Institute on Estate Planning, January 22-26

RSM is a sponsor of the 52nd Annual Heckerling Institute on Estate Planning, Jan. 22-26, 2018 in Orlando, Florida.

“What the Heck(erling) Is Going on with Life Insurance Planning After Tax Reform? Planning When the Only Certainty Is Ambiguity”

Thursday, Jan. 25 2–3:30 p.m.

Charlie Ratner

Senior Director

Charlie advises on estate and gift tax, business succession, charitable and life insurance planning. Reach him at

Areas of focus: Private Client ServicesEstate and Gift PlanningWashington National Tax

March 2018

  TEI 68th Midyear Conference, March 25-28, 2018

RSM is a proud Gold Sponsor of TEI's 68th Midyear Conference being held March 25-28, 2018 in Washington, D.C.