Rebecca Warren is a member of RSM’s Washington National Tax office, private client services practice. She works extensively with high net worth families, trustees, business owners and charitable organizations to structure and coordinate transactions around family wealth preservation, wealth transfers, charitable transfers, asset protection and closely held enterprises’ business matters, along with the tax compliance for multigenerational families and closely held businesses.

Rebecca’s experience extends to providing support for missed elections (9100 relief) and IRS examinations within the private client services practice. She is also a contributor to RSM’s library of writings and service offerings, and she serves as an instructor for RSM’s national tax training programs. She is also a frequent speaker on estate and gift planning matters.

In her time away from work, Rebecca is actively involved in raising and training service dogs for Guide Dogs for the Blind.

• Certified public accountant

• American Institute of Certified Public Accountants

• Washington Society of Certified Public Accountants

Bachelor of Arts, accounting, University of Washington