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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.


Related Insights

IRS makes it definitive... there is no clawback!

TAX ALERT

IRS makes it definitive... there is no clawback!

IRS confirms that gifts between 2018 and 2025 will be covered by the exemption then in place and not in the year of death.

  • Charlie Ratner, Carol Warley, Rebecca Warren
  • |
  • November 27, 2019
2020 Inflation adjustments for individuals, trusts and estates

TAX ALERT

2020 Inflation adjustments for individuals, trusts and estates

The IRS released Revenue Procedure 2019-44 listing the inflation adjustments for individual, trust and estates.

  • Rebecca Warren, Michael Reeves
  • |
  • November 14, 2019

INSIGHT ARTICLE

Opportunity knocks, will investors answer the call?

The second round of Qualified Opportunity Zone regulations may spur taxpayer confidence and financial implications will drive investment.

  • Tom Windram, Kristi Gibson
  • |
  • August 17, 2019
Qualified opportunity funds: Estate and gift tax planning implications

INSIGHT ARTICLE

Qualified opportunity funds: Estate and gift tax planning implications

Exploring ways to incorporate qualified opportunity fund investments into your overall estate and gift tax plan.

  • Charlie Ratner, Nancy Wakefield
  • |
  • August 02, 2019

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