Multi-Generational

Achieving long-term goals requires strategy and teamwork.  Watch the video below and meet the members of our team who will get you where you want to go.  At Rodman CPAs, we believe that "No Mission is Impossible!"


How to preserve and transfer wealth from one generation to the next can be a daunting task. Similarly, legacy or succession planning can be fraught with family dynamics that can impede a smooth transition. For multi-generational estate and tax planning, you need guidance from an experienced advisor to ensure your financial strategy is conveyed to your family, friends and charitable organizations, according to your wishes.

With a delicate, hands-on and collaborative approach, for over 50 years, Rodman has helped generations of business owners and families develop strategies designed to reduce estate taxes, while meeting specific legacy and charitable giving goals. We help you navigate today's evolving tax and estate laws and assess short- and long-term tax and estate planning implications to help you achieve your specific objectives.