Area of Focus
Private client services Washington National Tax
Office Location
Sioux Falls, SD
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Abbie Everist

Senior Manager, Private Client Services
Area of Focus
Private client services Washington National Tax
Office Location
Sioux Falls, SD
Connect

About Abbie

Abbie is a senior manager in RSM’s Washington National Tax practice. She specializes in helping families with multigenerational wealth transition their business and other assets to future generations through individualized planning. She focuses on the client’s goals and optimizes their wishes by balancing tax strategies and using tax efficiencies. In addition, Abbie supports ultra-high-net-worth families by reviewing the effects of legislative or IRS policy and judicial developments for the clients. She also assists with tax controversy, private letter rulings and litigation support, as most UHNW families periodically need to address client-specific scenarios through IRS or court processes.


Experience

Abbie has almost 15 years of experience serving UHNW individuals in various capacities. Her experience includes working at tax and law firms, serving as a corporate trustee at Dacotah Bank in South Dakota, and investment management with a life insurance specialty focused on estate and business succession planning. Through her professional experience, she has gained extensive knowledge that assists her with her holistic estate planning approach.

Abbie also served as a board member for the South Dakota Trust Association and the Trust Committee of the South Dakota Bankers Association. South Dakota has progressive trust laws that make her professional development highly beneficial to her clients.

Abbie spends as much time outside as possible, enjoying time on a patio, playing golf and skiing. She is married to Rick Everist III and has a daughter, Elsie. Elsie is taking tennis, golf and ski lessons to try and keep up! Abbie also likes giving back to many great causes locally, statewide, or wherever help may be needed through volunteer and fundraising activities at various nonprofit organizations and as a board member at the Sanford Health Foundation.


Professional affiliations and credentials

  • Minnesota and South Dakota law license
  • South Dakota Trust Association, member and Philanthropic Committee, member

Education

  • Master of Arts, political science, University of South Dakota
  • Master of Law, taxation, Western Michigan Law School
  • Juris Doctor, Western Michigan Law School
  • Master of Business Administration, University of South Dakota
  • Bachelor of Business Administration, finance, University of South Dakota
  • Education is a lifetime pursuit that she continues through participating in and presenting continuing education courses