Rachel Gross is a Partner in RubinBrown’s Private Client Services Group. She works closely with individuals and families to deliver thoughtful tax strategies and long-term planning guidance, helping them navigate life events, trusts, gifting, and legacy considerations.
Rachel is committed to building trusted relationships and delivering personalized solutions tailored to each client’s unique financial landscape.
Education
B.S., Business Administration, Park University
Master of Accountancy, Southern New Hampshire University
Experience
Compliance and reporting for high-net worth families, trusts, and closely-held partnerships
Estate and gift tax planning
Individual tax consulting for complex situations
Multi-year tax projections and scenario analysis
Tax implications of wealth transfers and life events
Tax strategy and proactive planning
Trust taxation and structuring considerations