Estate and gift tax planning

Our professionals can help you transfer wealth with tax efficiency.

Minimizing estate taxes by gifting money to your children could uncover potential penalties as the IRS often scrutinizes gift tax returns. Customize your estate plan and transfer wealth while reducing your tax exposure.

Successful wealth transfer plans begin with sound tax and personal planning, which provides reassurance that your assets will be transferred according to your wishes. Federal taxes covering estate, gift and income, are ever changing, so a strategic approach is important.

RSM tax professionals have decades of experience customizing plans to honor your wishes, minimize tax, and help create your legacy. Whether it involves transferring your wealth to the next generation, developing philanthropic plans, or a combination of both, we can plan to meet your goals and objectives.

Our tax professionals offer many services to address your specific individual, family and business objectives. Collaboration between your wealth advisor, attorney and RSM professional is important.

  • Intergenerational wealth transfers begin with a well-prepared plan to help ensure orderly transfer of wealth.
  • Closely held businesses need a smooth transition between owners and the next generation.
  • Charitable giving and philanthropic gift plans can be implemented during and after your lifetime.

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