Skip to Content

Experience

I specialize in tax-focused estate planning, transfer tax compliance, and business succession planning. My goals are to help high-net-worth individuals, business owners, and their families retain, manage, and transfer their wealth as a means to achieve their legacy.
View More of Rebecca's Experience
I’m constantly learning new cooking techniques and dishes from all over the world. Pizzas are my favorite. I can make a traditional Neapolitan, a New York-style pie, Chicago deep dish, and Detroit pan pizza from scratch.

You might also like…

Charitable planning opportunities under the CARES Act
Rebecca Solomon Wealth Management
Article June 30, 2020 4 min read
Get to know our wealth management suite of technology
Amber Terakedis Wealth Management
Article July 2, 2020 2 min read
June nonfarm payroll adds 4.8 million jobs, surpassing expectations
Jim Baird Wealth Management
Blog July 2, 2020 2 min read
Manufacturing activity surged in June
Jim Baird Wealth Management
Blog July 1, 2020 1 min read