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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.
The filing instructions released earlier this month for Forms 706 and 709 indicated a change in the mailing address.
Knowing that there will be no loss of the benefit of using the higher exemption before 2026, we consider some ways and means of using it.
Proposed regulations confirm that tax-free gifts made between 2018-2025 will not end up being taxable after 2025.
The Tax Section of the State Bar of Texas addresses fiduciary income tax concerns in a comment letter on the proposed 199A regulations.