Planning After the CARES and SECURE Acts

Date: Monday, October 19, 2020
Time: 12:00pm - 1:00pm
Location: Videoconference - Zoom Meeting
Speaker: Rebecca Warren, Senior Manager, Private Client Services – RSM

About our Presenter

Rebecca is a senior manager in RSM’s Washington National Tax office, Private Client Services practice. She works extensively with high net-worth families, trustees, business owners, and charitable organizations to structure and coordinate transactions around family wealth preservation, wealth transfers, charitable transfers, asset protection, and closely-held enterprises’ business matters, along with the tax compliance for multigenerational families and closely-held businesses.

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