Jon Fortin, J.D.

    Jon Fortin, J.D.
    Jon Fortin is a partner and leads the estate, gift, and trust tax service area 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.
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    Recent Posts

    Update to Required Minimum Distributions for Inherited Qualified Benefit Plans

    Update to Required Minimum Distributions for Inherited Qualified Benefit Plans

    By Jon Fortin, J.D. | | 8 November 2022

    November 8, 2022 - The Department of the Treasury (Treasury Department) and the Internal Revenue Service (IRS) intend to issue final regulations…

    Why You Need to File a Gift Return, Even for Non-Taxable Gifts

    Why You Need to File a Gift Return, Even for Non-Taxable Gifts

    By Jon Fortin, J.D. | | 9 February 2021

    February 9, 2021 - Gifting is a rewarding and smart way to pass assets to your family, friends, or favorite causes. If done correctly and as part of…

    The Schedule M2RT Questionnaire on MN Trusts: What You Need to Know

    The Schedule M2RT Questionnaire on MN Trusts: What You Need to Know

    By Jon Fortin, J.D. | | 19 November 2020

    November 19, 2020 - If you're looking to transfer wealth, protect your assets, and manage taxes, trusts can help secure a stronger financial future…

    Picking the Right Gifting Strategy to Minimize Gift Taxes

    Picking the Right Gifting Strategy to Minimize Gift Taxes

    By Jon Fortin, J.D. | | 28 October 2020

    October 27, 2020 - Gifting strategies can provide for those you care about and organizations close to you. Understanding how to give the greatest…

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