Jonathan Fortin
Director, Estate, Gift, & Trust Service Area Leader
Email: jfortin@redpathcpas.com
Phone: 651-478-1508
Estate, Gift, and Trust
Strategic Estate Planning Services
On the long list of priorities in your life, estate planning and strategic wealth transfer may not be at the topโbut they should be. As a business owner or high net worth individual, this is an opportunity for you to be in control and protect your assets. You get to create your own legacy and determine how, and to whom, your assets are distributed for both current and future generations. After all, the last thing you want is to leave your heirs with is a high tax burden, expensive court proceedings, or wrangling over the best way to handle your accumulated wealth.
Dedicated Wealth Transfer Adviser
A dedicated Redpath and Company adviser focused only on estate planning provides you with a resource you can turn to throughout the year. By working closely with your client manager and through candid conversations with you, your adviser will truly understand your business and family dynamics. Youโll get more attention to develop a strategic wealth transfer plan that balances your short and long-term goals and includes your business as a key component of the plan.
Estate Planning Made Simple
Developing a strategic and long-term estate and wealth transfer plan does not have to be a time-consuming exercise. Your Redpath and Company adviser will work with you to develop a customized, yet simple plan based on your personal and business goalsโand explain what wealth transfer tools may be appropriate for you. You might only want to address one to two critical or immediate needs. Then, with each annual review, you can adjust and build out the estate plan as your goals and financial position evolves.
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Specialized Services
Wealth Transfer Planning and Estate Tax Exposure Calculations
Estate, Gift, and Trust Tax Planning and Compliance
Charitable-Trust Compliance and Planning
Foreign-Trust Reporting and Compliance
Internal Revenue Service and State Examination Assistance
Redpath Insights
Contact Jonathan Fortin
We know you have many options when it comes to accounting firms in St. Paul or the Twin Cities area, and we know weโre not the right fit for everyoneโbut when youโre ready to start a conversation, weโll be ready to listen. 
REDPATH INSIGHTS
- Opting Out of the Advance Child Tax CreditFor tax year 2021 only, the IRS has modified the Child Tax Credit and will disburse an early payout of the credit equal to 50% of the amount a qualifying family would normally receive when they file their 2021 tax return. Disbursements began July 15, 2021, and will continue through the end of the year […]
- Meals and Entertainment Deduction in 2021July 13, 2021 - Earlier this year, the Consolidated Appropriations Act (CAA) 2021 introduced a temporary 100% deduction for expensing business meals purchased from qualifying restaurants after Dec. 31, 2020, and before Jan. 1, 2023. Under Notice 2021-25, the IRS defines qualifying restaurants as businesses that prepare and serve food and drinks for immediate consumption, […]
- Minnesota Conformity Bill SummaryJuly 8, 2021 - On July 1, 2021, Governor Walz signed a bevy of new bills into law, including both a $52B budget bill and a tax bill that benefits many Minnesota business and individual taxpayers. Below is a summary of some of the provisions in the bills: