2023 Federal & State Estate and Gift Tax Cheat Sheet
Here we have provided a “cheat sheet” to keep in mind for 2023 federal estate,…
Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning
Based in our New York City office, Rich serves as Senior Vice President, Director of Wealth Strategy – Wealth & Tax Planning. In this role, he supports the broader Family Office Services team and advisors across the firm by helping address the estate and tax planning needs of their ultra-high net worth clients, identifying possible strategies to transfer multi-generational wealth efficiently and protect assets. He works with a client’s estate planning attorney, tax advisor, and other trusted professionals to simplify the process for the client and their family.
Prior to joining Wealthspire in 2018, Rich was an attorney at Rivkin Radler, a multi-practice law firm, in their Long Island office for five years. His practice was focused on estate and tax planning for ultra-high net worth clients, long-term care planning, and estate and trust administration.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.