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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.
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.
Confirming the view of many tax advisors, regulations will confirm deductibility of expenses incurred by estates and non-grantor trusts.
Good news and bad news…ESBTs qualify for the section 199A deduction but anti-abuse provisions would curtail use of multiple trusts.