Area of Focus
Private client services Washington National Tax
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Amber Waldman

Senior Director
Area of Focus
Private client services Washington National Tax
Connect

About Amber

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 a subject-matter expert on estate, gift and generation-skipping transfer tax matters.


Experience

Amber has more than a decade of public accounting experience serving ultra-high-net-worth individuals and families. She is passionate about helping clients navigate complex wealth transfer, estate administration and succession planning matters while coordinating closely with their legal and financial advisors.

She advises clients on a wide spectrum of tax matters, including generation-skipping transfer tax planning and remedies, adequate disclosure requirements and proper gift tax reporting, estate and gift special valuation issues, and the income tax ramifications of estate planning decisions.

Amber has authored thought leadership published in The Tax Adviser, Bloomberg Tax, Probate & Property magazine and the Houston Business Journal.

Amber lives in Melbourne, Florida, with her husband, two daughters and their dog. Outside of work, she enjoys spending time with her family, soaking up Florida's year-round sunshine. Whether spending a day at the beach, visiting Disney or watching rocket launches from her front yard, she enjoys creating lasting memories with her daughters.


Professional affiliations and designations

  • Certified public accountant
  • Central Florida Estate Planning Council

Education

  • Master of Accounting, taxation, College of William & Mary
  • Bachelor of Science, Christopher Newport University