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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

Change of address for filing estate and gift tax returns

TAX ALERT

Change of address for filing estate and gift tax returns

The filing instructions released earlier this month for Forms 706 and 709 indicated a change in the mailing address.

  • Carol Warley, Charlie Ratner, Rebecca Warren
  • |
  • January 28, 2019

INSIGHT ARTICLE

The gift tax exemption coast is clear. Time to go back into the water?

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.

  • Charlie Ratner, Carol Warley, Rebecca Warren
  • |
  • January 07, 2019
The IRS says,

TAX ALERT

The IRS says, "Yes, there is no clawback"

Proposed regulations confirm that tax-free gifts made between 2018-2025 will not end up being taxable after 2025.

  • Charlie Ratner, Carol Warley, Rebecca Warren
  • |
  • December 06, 2018
State Bar of Texas highlights questions on the section 199A deduction

TAX ALERT

State Bar of Texas highlights questions on the section 199A deduction

The Tax Section of the State Bar of Texas addresses fiduciary income tax concerns in a comment letter on the proposed 199A regulations.

  • Carol Warley, Charlie Ratner
  • |
  • October 26, 2018

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