by RSM US LLP | Apr 14, 2025
< Back to the Insights Gallery Estate Planning Q&A: Charitable split interest trusts explainedARTICLE | April 14, 2025Authored by RSM US LLPFor charitably inclined individuals, a split interest trust, such as a charitable remainder trust (CRT) or charitable lead...
by RSM US LLP | Apr 2, 2025
< Back to the Insights Gallery Scale it or sell it: Determining the path for your privately owned businessCPE EVENT | April 02, 2025Authored by RSM US LLPEvent overviewNo matter your long-term goals, proactive business planning can help you maximize value and...
by RSM US LLP | Mar 18, 2025
< Back to the Insights Gallery Estate planning in 2025: What you can do nowARTICLE | March 18, 2025Authored by RSM US LLPWe’ve been down this road before. Congress is yet again discussing changes to the transfer tax rules, and this time, uncertainty is compounded...
by RSM US LLP | Feb 25, 2025
< Back to the Insights Gallery What would an estate tax repeal mean for you?ARTICLE | February 25, 2025Authored by RSM US LLPIt’s tempting to think that an estate tax repeal would be a welcome relief, freeing your family from the burden of estate tax and allowing...
by RSM US LLP | Feb 21, 2025
< Back to the Insights Gallery Business transition planning guideARTICLE | February 21, 2025Authored by RSM US LLPOwners of middle market companies eventually face a pivotal question. After you have dedicated years and often decades to building a successful...