Randy Abeles | AICPA ENGAGE 2020

Randy Abeles

CPA
Partner, RSM
Chicago, IL

Randy Abeles is a Partner in the Private Client Services (PCS) practice of Great Lakes. Randy has national business development responsibilities for the PCS practice. He has 40 years of tax and personal financial planning experience. Randy is an MST, who advises senior executives, owners of highly successful privately held businesses and other significantly high-net-worth investors. He works extensively with high-net-worth individuals and families, service organizations and closely held companies, providing guidance through tax regulations. Randy is very experienced in a number of key areas of personal financial planning. He uses his knowledge as an individual tax specialist combined with his background in all areas of alternative investments to help high-net-worth individuals and families. Randy advises his clients regarding issues such as business succession, estate planning, charitable giving and intergenerational family wealth. Randy counsels his clients regarding all areas of asset protection. He incorporates many sophisticated asset protection strategies including the use of insurance, entity planning and the establishment of offshore trusts. Randy counsels his clients on all of their financial matters and helps them maximize their opportunities for growth while preserving wealth for future generations and charitable intentions. Randy’s expertise includes such projects as individual tax preparation for high-net-worth individuals, due diligence on real estate investments for investors and providing partnerships with assistance on complex transactions. He structures new ventures and offers his significant experience in introducing clients to creative financing avenues. Randy also spends time working with family offices as one of the firms specialists in this area.