To further support its current and prospective clients in their planning for the future, RDG+Partners announces the addition of estate planning to its broad range of accounting and financial services.
Estate planning is critical to ensuring that an individual’s assets are handled the way they intend, regardless of their wealth. As an integral part of the estate advisory team, RDG+Partners provides counsel on estate tax planning, administration and compliance.
The new division is led by Ryanlynn McCollum, CPA, CEP®, who was promoted to partner earlier this year and is the only Certified Estate Planner™ in Rochester.
“Adding estate planning to our portfolio expands our ability to provide clients with comprehensive financial services, giving them access to professionals with various areas of expertise, all of whom are working together to achieve their personal goals,” said McCollum. “Our approach to estate planning is to make estate and trust administration as simple as possible while minimizing the client’s tax impact and maximizing their legacy.”
McCollum has spent her entire career at the firm, having joined shortly after earning her bachelor’s degree from the Rochester Institute of Technology in 2005. She has more than 15 years of public accounting experience, specializing in estates and trusts, mergers and acquisitions, and real estate.
RDG+Partners also offers tax, business planning, accounting, and auditing services, as well as payroll, employee benefits, retirement, and wealth management services through Employee Retention Solutions (ERS). The firm serves clients across New York State, specializing in areas such as real estate, construction, professional services, and consulting.
RDG+Partners wants to be the primary advisor for motivated business owners. The firm is committed to providing boutique level accounting, tax and business consulting services to the Rochester, NY community.