Menu

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

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

RECORDED WEBCAST

Kaestner: Do you know where your trust parties are?

View this RSM recorded webcast for an interactive discussion on how the Supreme Court’s decision will affect taxation of trusts.

  • July 24, 2019
U.S. Supreme Court denies Fielding petition after Kaestner

TAX ALERT

U.S. Supreme Court denies Fielding petition after Kaestner

High court allows Minnesota Supreme Court decision finding so-called “grantor-domicile” rule unconstitutional to stand.

  • Carol Warley, Brian Kirkell, Eric Manus
  • |
  • July 02, 2019

Receive our tax newsletters by Email

Subscribe


How can we help with your individual or business taxes?




See more insights >