Amber Waldman Image
Area of Focus
Washington National Tax Private client services
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Amber Waldman

Senior Director
Amber Waldman Image
Area of Focus
Washington National Tax Private client services
Connect

About Amber

Amber is an estate and gift senior director in RSM’s Washington National Tax practice. She spends most of her time serving ultra high net worth clients as an estate, gift, and generation-skipping transfer tax subject matter expert.


Experience

Amber has over ten years of experience in public accounting serving ultra high net worth families. She is passionate about helping clients accomplish their business, personal, and family planning goals by first listening to their concerns, and then creating well-thought-out tax strategies. She advises on a wide spectrum of tax matters, including generation-skipping transfer tax remedies, adequate disclosure and proper gift tax reporting, estate and gift special valuation issues, and income tax ramifications of estate planning decisions.  

Amber regularly attends industry conferences, such as the AICPA Advanced Estate Planning Conference and the Heckerling Institute on Estate Planning. She has authored thought leadership published in The Tax Adviser, Probate & Property Magazine, and Houston Business Journal.

Amber is mom to a very active toddler and enjoys baking, hiking with her two dogs, and listening to Ingrid Michaelson. She plays the ukulele which she learned when she taught preschool creative movement and music classes prior to her career in accounting.


Professional affiliations and designations

  • Certified public accountant
  • Washington, D.C. Estate Planning Council
  • American Bar Association, affiliate member

Education

  • Master of Accounting, taxation, College of William & Mary
  • Bachelor of Science, Christopher Newport University