Estate and Gift Planning
Our wealth transfer planning professionals offer decades of experience developing strategies that address unique individual and family needs, meet philanthropic objectives, and effectively manage estate and gift taxes. Services include:
- Retirement planning
- Intergenerational wealth transfers
- Closely held business planning
- Charitable giving
Learn more about how RSM can help you with your wealth transfer planning and/or estate tax planning.
Repeal of the estate tax would have immediate impact on the fundamental components of a business owner’s succession plan.
Expecting tax reform to become a reality, some companies and individuals may want to take action before 2016 ends.
With tax reform likely, now is the time to review and confirm your estate plan suits your current and future needs.
Proposed 2704 regulations: Loss of discounts could materially impact liquidity needs and planning with existing policies.
IRS clarifies definition of spouse, husband and wife, and marriage for federal income, gift, estate and employment tax purposes.
With the potential for steep barriers to efficient wealth transfer on the horizon, now’s the time to put today’s low interest rates to use.
Get a quick summary of our recent webcast exploring three options a business owner can consider when selling their business.
Proposed regulations released restricting valuation discounts on entities for estate, gift and generation-skipping transfer tax purposes.