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
- How Nonprofits Can Recover from the Coronavirus Crisis โ Redpath & CoAs states begin to allow businesses to open and employees return to work, there is a mix of optimism and concern regarding employee safety and the health of the economy. Nonprofits are no different. Many nonprofits nationwide have been severely impacted by the coronavirus and with no clear end in sight to this pandemic, planning […]
- SBA Interim Final Rule: Partnerships and Seasonal Employer Loan IncreasesIn the constantly evolving world of PPP loan guidance, the SBA has released another Interim Final Rule (IFR) that provides guidance regarding PPP loan increases for certain partnerships and seasonal employers.ย Many PPP loans were approved and disbursed to partnerships and seasonal employers before the SBA issued relevant guidance and, as a result, those businesses […]
- Updated FAQ: PPP Loan Certification ReviewUPDATED: May 14, 2020 - An additional extension has been granted until May 18 for companies to return their PPP loan if there is any question that the certification was made in โgood faith.โ The article below reflects the new extension. On May 13, 2020, the Small Business Administration (SBA) and the U.S. Treasury updated […]