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Estate and Gift Planning
Our wealth transfer planning professionals offer decades of experience developing strategies that address unique individual and family needs, meet philanthropic objectives, and effectively manage estate and gift taxes. Services include:
- Retirement planning
- Intergenerational wealth transfers
- Closely held business planning
- Charitable giving
Learn more about how RSM can help you with your wealth transfer planning and/or estate tax planning.
IRS confirms that gifts between 2018 and 2025 will be covered by the exemption then in place and not in the year of death.
The IRS released Revenue Procedure 2019-44 listing the inflation adjustments for individual, trust and estates.
The second round of Qualified Opportunity Zone regulations may spur taxpayer confidence and financial implications will drive investment.
Exploring ways to incorporate qualified opportunity fund investments into your overall estate and gift tax plan.
UPCOMING RSM TAX EVENTS
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