Headshot of Rachelle Roberts

Experience

As a member of the firm’s wealth management tax practice, I specialize in helping family offices and ultra-high-net-worth clients maximize the after-tax value of their balance sheets so that they can better achieve their financial goals.

My specialties include multi-generational income, trust, gift and estate tax planning and compliance. I’m an integral leader of the firm’s gift tax practice and assist clients with implementing a variety of wealth transfer strategies.

I’ve showcased my expertise in multi-generational tax planning at external conferences and through firm-sponsored webinars, including “A legacy of stardust: transferring wealth to your grandchildren” which can be viewed on-demand here. I’ve authored articles on gift and estate planning, and have been featured as a guest columnist for the American Bar Association and the American Endowment Foundation.

I’m a member of the AICPA, the Illinois CPA Society and the Chicago Estate Planning Council. I’m a proud University of Michigan–Dearborn graduate with a BBA in Accounting and a Master of Science in Accounting.