Foundational Estate Planning Series

Income Tax Considerations for Estate Planning

Abbie Everist
RSM Washington National

August 29, 2023

On today’s episode our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver LLC, and her guest Abbie Everist, Senior Manager in RSM’s Washington National Tax practice, unpack the critical role of Income Tax Considerations in Estate Planning.  Listen in as they share essential tips for managing passthrough business income and discuss the optimal timing for transferring partnership interests.  Discover how beneficiaries can be impacted by income tax considerations and explore the safety of S corporation status post-transfer.  Join them for Part 1 of an insightful conversation that will deepen your understanding of the intersection between income tax and estate planning.