As the year swiftly comes to a close, many individuals are considering year-end tax plans, including gifting strategies. If you are not, you should.β¦
Jon Fortin, J.D.

Jon Fortin is a partner and leads the Wealth Advisory Services practice 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.
Recent Posts
November 8, 2022 - The Department of the Treasury (Treasury Department) and the Internal Revenue Service (IRS) intend to issue final regulationsβ¦
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 ofβ¦
November 19, 2020 - If you're looking to transfer wealth, protect your assets, and manage taxes, trusts can help secure a stronger financial futureβ¦
October 27, 2020 - Gifting strategies can provide for those you care about and organizations close to you. Understanding how to give the greatestβ¦
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