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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.

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September section 7520 rate still 1.4 percent, but time waits for no one

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September section 7520 rate still 1.4 percent, but time waits for no one

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.

  • Charlie Ratner

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Is your estate over $5 million? Planning tips and traps

Strategies to consider to meet your personal objectives without succumbing to frequently overlooked planning traps.

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Treasury releases proposed regulations to section 2704

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Treasury releases proposed regulations to section 2704

Proposed regulations released restricting valuation discounts on entities for estate, gift and generation-skipping transfer tax purposes.

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INSIGHT ARTICLE

Ownership succession planning: 3 approaches

Get a quick summary of our recent webcast exploring three options a business owner can consider when selling their business.

  • Matt Talcoff, Tommy Wright, Anne Bushman

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Related Resources

Business Succession Planning


UPCOMING RSM TAX EVENTS

IN-PERSON EVENT

2016 Fall tax summit series

ON DEMAND WEBCAST

Business growth: Workforce tax considerations

  • January 20, 2016