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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

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

INSIGHT ARTICLE

Regulations will confirm deductions for estates and non-grantor trusts

Confirming the view of many tax advisors, regulations will confirm deductibility of expenses incurred by estates and non-grantor trusts.

  • Rebecca Warren, Charlie Ratner
  • |
  • August 24, 2018
Implications of the 199A proposed regulations on planning with trusts

TAX ALERT

Implications of the 199A proposed regulations on planning with trusts

Good news and bad news…ESBTs qualify for the section 199A deduction but anti-abuse provisions would curtail use of multiple trusts.

  • Charlie Ratner, Rebecca Warren
  • |
  • August 10, 2018

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