Area of Focus
Private client services Washington National Tax
Office Location
McLean, VA
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Amber Waldman

Washington National Tax Senior Director, Private Client Services
Area of Focus
Private client services Washington National Tax
Office Location
McLean, VA
Connect

About Amber

Amber is a senior director in RSM’s Washington National Tax practice. She spends most of her time serving ultra-high net worth clients as an estate and gift subject matter expert. 


Experience

Amber has over nine years of experience in public accounting serving ultra-high net worth families. She is passionate about helping clients accomplish their business, personal, and family planning goals by first listening to the clients' concerns, and then creating well-thought-out tax strategies. She advises on a wide spectrum of income and estate tax matters, including advanced income and estate tax planning, research, compliance, wealth transfer tax planning, and charitable giving. 

Amber has prepared complex estate tax, gift tax, and fiduciary income tax returns. She also regularly attends industry conferences, such as the AICPA Advanced Estate Planning Conference and the Heckerling Institute on Estate Planning. 

Amber is mom to a very active toddler and enjoys baking, hiking with her 2 dogs, and listening to Lizzo.  She plays the ukulele which she learned when she taught preschool creative movement and music classes prior to her career in accounting.


Professional affiliations and designations

  • Certified Public Accountant
  • Washington DC Estate Planning Council

Education

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