Personal Tax
Take Control of Your Finances and Future
As a business owner or a high net worth individual, you most likely do not spend enough time focused on your personal financial health. You require an expertย that can help you understand how your personalย and businessย goals intersect. Gain a clear picture of your unique financial position so you can be a part of the discussion to shape your future. Itโs time to take control with a higher level of personal tax expertise that will help you shapeย your short- and long-term financial goals.
Make Informed Decisions
Our personal tax advisersย are experts in the field that can help you increase personal cash flow, fund a college education, or help you answer difficult questions.ย How does my choice of residency impact my tax liability? How do I begin planning for a business transition? How can I provide a bright financial future for my family?ย Meeting your personal financial goals shouldn’t take away from whatโs important to you right now. Youโll have peace of mind knowing that your adviser has the details covered, so you can focus on your top priorities: your family and your business.
Get Connected
Effective planning requires seamless coordination between all of your trusted advisers. You can leverage ourย strategic relationships with estate attorneys, investment advisers, and family office firms to beย connected to the best resources as your financial position evolves. Your client manager will work directly with you and your advisers to develop the best course of action and monitor any changes that affect your tax position and financial goals.
Contact Our Team
Specialized Services
Tax Planning and Preparation
IRS Representation
Retirement Planning
College Funding
Cash Flow Analysis and Budgeting
Insurance Analysis
Investment Analysis
Social Security Analysis
Passive Activity Losses (PAL)
Redpath Insights
Contact Meagan Weber
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
- ESOPs During a Recession: What You Need to Know Now โ RedpathWhen you're ready to exit your business, you have many options for how to go about planning what will happen when (and after) your exit. Employee stock ownership plans (ESOPs) are one of them โ but how do you know what's right for your succession plan with the economy slipping into a recession?
- Presidential Executive Order Payroll Tax ImpactAugust 11, 2020 โ On August 8, 2020, President Trump issued an executive order that allows employees to defer payroll taxes in light of the ongoing COVID-19 pandemic. The executive order directs the Secretary of the Treasury, Steve Mnuchin, to defer the withholding, deposit, and payment of certain taxes on wages or compensation paid during […]
- How to Retain Your Best Construction Employees When Revenue DropsWhen new work dries up and your construction company begins backlogged work, the future of your workforce can seem uncertain. How do you keep your best team members through tough times in a market where their next pay increase could be just a job away? That's not to mention the economic pressure of the COVID-19 […]