CENTRAL FLORIDA ESTATE PLANNING COUNCIL, INC.

Amber Waldman is an estate and gift senior director in RSM’s Washington National Tax practice. She spends most of her time serving ultra high net worth clients as an estate, gift, and generation-skipping transfer tax subject matter expert.

Amber has over ten years of experience in public accounting serving ultra high net worth families. She is passionate about helping clients accomplish their business, personal, and family planning goals by first listening to their concerns, and then creating well-thought-out tax strategies. She advises on a wide spectrum of tax matters, including generation-skipping transfer tax remedies, adequate disclosure and proper gift tax reporting, estate and gift special valuation issues, and income tax ramifications of estate planning decisions.  

Amber has authored thought leadership published in The Tax Adviser, Bloomberg Tax, Probate & Property Magazine, and Houston Business JournalAmber is mom to a playful preschooler and enjoys baking, hiking with her two dogs, and listening to Ingrid Michaelson. She plays the ukulele which she learned when she taught preschool creative movement and music classes prior to her career in accounting.

Karen Fitzpatrick is a manager in RSM’s Washington National Tax private client practice, where she specializes in fiduciary income, estate, gift, and generation-skipping transfer tax matters. She works closely with ultra-high-net-worth individuals and families, helping them achieve their personal and financial goals through sophisticated tax and estate planning strategies. Karen has developed deep expertise in state fiduciary nexus issues and frequently advises on complex trust structures, charitable planning, and compliance matters.

Note: Continuing education for this presentation is provided for Attorneys (CLE), Certified Financial Planners (CFP), and Certified Public Accountants (CPA). CE is only available for members.

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