Wealth Advisory Services
Tools & Strategies to
Protect Your Legacy
Managing personal wealth is a balancing act. It requires thoughtful strategies and diligent planning. As your personal and business goals evolve, taking a holistic approach will give you the best results. Gain greater visibility by working with a team who knows you and your business.
A risk assessment and analysis of your current situation, goals, and needs by a team of tax-focused CPAs, estate planners, attorneys and administrators, and wealth managers ensures your wealth accumulation and distribution plans are working in concert. Vet your estate and trust planning strategies with expert analysis and adjust accordingly. Protect your legacy and make smart decisions today to create opportunities for future generations.
Tax Planning & Compliance
The combination of effective tax planning and compliance creates a foundation for strategic wealth management, which empowers you to optimize your financial assets, mitigate risk, minimize your tax liability, and preserve your wealth. Reduce the chances of being audited, incurring stiff penalties, or being pulled into legal proceedings that could damage your finances or reputation.
Charitable Giving & Compliance
IRS & State Examination Assistance
State and Local Taxation Analysis
Income Tax Filings
College Savings
Gift and Estate Planning
Strategic Tax Deferral Opportunities
Charitable Giving and Compliance
IRS and State Examination Assistance
State and Local Taxation Analysis
Estate & Trust Planning
Ensuring adequate cash flow and that your wealth is distributed according to your wishes requires the right estate and trust plan from a good team—which should include your CPA, wealth manager, and other advisors and administrators. Use our expertise to leverage federal and state lifetime exemptions to protect your assets and legacy.
Estate Planning and Structuring
Trust Planning
Gifting Strategies
Cash Flow Analysis
Estate Planning and Structuring
Trust Planning
Gifting Strategies
Cash Flow Analysis
Residency Planning
Wealth Management
A sound wealth management strategy is the cornerstone of your financial stability. It requires the expertise and collaboration of a diverse team of advisors, including your tax accountant, wealth manager and investment advisors, and estate planning attorneys. Complete transparency and collaboration between your team members enables you to build, preserve, and transfer wealth in a manner that aligns with your values, ambitions, and legacy goals. Your wealth management strategy will not only include your personal aspirations but will take into consideration your business and the role it plays in your financial health.
Tax Planning & Mitigation Strategies
Insurance Review
Financial Planning
Investment Management
Retirement & Exit Planning
Risk Assessment
Tax Planning and Mitigation Strategies
Insurance Review
Financial Planning
Investment Management
Retirement and Exit Planning
Risk Assessment
Valuations
Leverage the expertise of our valuation professionals to help you determine fair market value of assets being transferred or held as part of your estate planning and gifting strategy. An accurate and unbiased opinion helps ensure equitable distribution of assets among heirs, aids in tax planning by identifying the appropriate tax liabilities, and provides the right documentation to support and defend your position and prevent disputes.
Gift Tax Valuation
Estate Tax Valuation
Family Limited Partnership Valuation
Real Estate Holding Company Valuation
Exit Planning
Buy Sell Agreement
Cash Flow Analysis
Gift Tax Valuation
Estate Tax Valuation
Family Limited Partnership Valuation
Real Estate Holding Company Valuation
Life Insurance Adequacy
Exit
Planning
Buy-Sell Agreement
Cash Flow Analysis
Succession Planning Analysis
The 2024 Election’s Potential Impact on Tax Policy
Redpath and Company Announces 2024 Partner and Director Promotions
4 Things a Part-Time CFO Can Do for a Business Startup
Lucas Warth, CPA, is a director and leads the Wealth Services area at Redpath and Company. He works with high-net-worth families providing income tax compliance, income tax planning, and estate tax planning services. He reviews and signs complex Federal, state, and multi-state tax returns for both high-net-worth individuals and businesses and also performs tax planning and analysis related to the sales of business entities.
Warth holds a B.A. in Religious Studies with a minor in Business Administration from Rhodes College and a Master of Accountancy from Colorado State University. He Joined Redpath and Company in 2020.
Contact Lucas:
Jon Fortin is a partner at Redpath and Company. He helps clients identify their specific wealth transfer goals and designs plans to effectively transfer their wealth while minimizing estate, gift, and income tax. Jon has provided individual tax services and wealth management planning since 1998 and joined Redpath and Company in 2020.
Contact Jon:
BottomLine Newsletter →
Provides updates and insights to assist you with your end-of-year tax-planning and reporting.