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Recorded webcast

Tax in Motion 2023: Private client forum

Part of the Tax in Motion 2023 Series

August 15, 2023
Event details
Date and time

Tuesday, August 15, 2023

Recorded, watch anytime

Intended audience

Executives and individuals

Duration

Each session 60 minutes

Forum overview

RSM’s Private client forum covered tax opportunities and liquidity planning for private company owners, estate planning before 2026 and charitable giving.  

Tax in Motion 2023 SALT Forum

Recordings and slides

Tax opportunities to help a rapidly growing private company enjoy the ride

This session explored tax ideas and opportunities that can help you sustain the benefits of your growth stage.  

Download webcast slides
Presenters
  • Andy Swanson
    Andy Swanson
    Partner
    RSM US

    Andy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.

    View full bio
    Andy Swanson
    Andy Swanson
    Partner
    RSM US

    Andy Swanson is a tax leader with a focus on closely held businesses and their owners, providing proactive tax and business advice to help them reach their goals.

    View full bio
  • Justin Stallard
    Justin Stallard
    Partner
    RSM US

    Justin Stallard is a tax partner and member of RSM’s private company leadership team. He has more than 25 years of experience advising middle market businesses and their owners in the manufacturing and distribution, consumer products and business and professional services industries.

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    Justin Stallard
    Justin Stallard
    Partner
    RSM US

    Justin Stallard is a tax partner and member of RSM’s private company leadership team. He has more than 25 years of experience advising middle market businesses and their owners in the manufacturing and distribution, consumer products and business and professional services industries.

    View full bio
  • Matt Dollard
    Matt Dollard
    Industrials Senior Analyst
    RSM US

    Matt Dollard is a principal, management consulting for RSM US LLP, with 20-plus years of assisting clients through complex challenges. 

    View full bio
    Matt Dollard
    Matt Dollard
    Industrials Senior Analyst
    RSM US

    Matt Dollard is a principal, management consulting for RSM US LLP, with 20-plus years of assisting clients through complex challenges. 

    View full bio

Ready for takeoff? How to prepare your company for a liquidity or transition event

Our presenters map the runway by examining valuation considerations, pre-transaction tax planning and underappreciated emotional issues surrounding transition.

Download webcast slides

Presenters

  • Lindsay Hill
    Principal
    RSM US
    Lindsay Hill
    Principal
    RSM US
  • Nick Passini
    Partner
    RSM US

    Nick Passini is a partner and tax advisor in the Washington National Tax practice of RSM US LLP, specializing in pass-through tax consulting with a focus on partnerships. 

    View full bio
    Nick Passini
    Partner
    RSM US

    Nick Passini is a partner and tax advisor in the Washington National Tax practice of RSM US LLP, specializing in pass-through tax consulting with a focus on partnerships. 

    View full bio

Pat Tabor  |  Manager  |  RSM US

Alex Milano  |  Senior Manager  |  RSM US

Estate planning before the sun sets on favorable estate and gift laws in 2026

Our presenters map the runway by examining valuation considerations, pre-transaction tax planning and underappreciated emotional issues surrounding transition.

Download webcast slides
Presenters
  • Rebecca Warren
    Partner
    RSM US

    Rebecca Warren is a member of RSM’s Washington National Tax office, private client services practice. 

    View full bio
    Rebecca Warren
    Partner
    RSM US

    Rebecca Warren is a member of RSM’s Washington National Tax office, private client services practice. 

    View full bio

Kelly Bessega  |  Senior Manager  |  RSM US

Charitable giving: Nuances, obstacles and delivering on good intentions

Our presenters map the runway by examining valuation considerations, pre-transaction tax planning and underappreciated emotional issues surrounding transition.

Download webcast slides
Presenters
  • Alexandra O. Mitchell
    Education Sector Leader, Principal
    RSM US

    Alexandra Mitchell is a principal and the leader of the exempt organizations and philanthropy group in the Washington National Tax office of RSM US LLP.

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    Alexandra O. Mitchell
    Education Sector Leader, Principal
    RSM US

    Alexandra Mitchell is a principal and the leader of the exempt organizations and philanthropy group in the Washington National Tax office of RSM US LLP.

    View full bio
  • Michael Reeves
    Michael Reeves
    Senior Manager
    RSM US
    Michael Reeves
    Michael Reeves
    Senior Manager
    RSM US
  • Carol Warley
    Carol Warley
    Partner
    RSM US

    Carol Warley  serves as RSM’s Washington National Tax private client services tax practice leader. She has more than 40 years of experience and specializes in estate and gift planning, charitable gift planning, and fiduciary income tax planning.

    View full bio
    Carol Warley
    Carol Warley
    Partner
    RSM US

    Carol Warley  serves as RSM’s Washington National Tax private client services tax practice leader. She has more than 40 years of experience and specializes in estate and gift planning, charitable gift planning, and fiduciary income tax planning.

    View full bio
Event details
Date and time

Tuesday, August 15, 2023

Recorded, watch anytime

Intended audience

Executives and individuals

Duration

Each session 60 minutes

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