Managing personal wealth is a balancing act. It requires thoughtful strategies and diligent planning. As your personal and business 目标 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, 目标, and needs by a team of tax-focused CPAs, 遗产规划顾问, 律师和管理人员, and 财富管理s ensures your wealth accumulation and distribution plans are working in concert. Vet your e状态 and trust planning strategies with expert analysis and adjust accordingly. Protect your legacy and make smart decisions today to create opportunities for future generations.
税收筹划 & 合规
The combination of effective tax planning and compliance creates a foundation for strategic wealth management, which empowers you to optimize your financial assets, 降低风险, 尽量减少你的纳税义务, 保存你的财富. Reduce the chances of being audited, 招致严厉处罚, or being pulled into legal proceedings that could damage your finances or reputation.
慈善捐赠 & 合规
国税局 & 国家考试协助
州和地方税收分析
所得税申报
大学储蓄
礼品及遗产规划
Strategic 税 Deferral Opportunities
慈善捐赠及法规遵从
国税局 and 国家考试协助
州和地方税收分析
房地产 & 信托计划
Ensuring adequate cash flow and that your wealth is distributed according to your wishes requires the right e状态 and trust plan from a good team—which should include your CPA, 财富管理, and other advisors and administrators. Use our expertise to leverage federal and 状态 lifetime exemptions to protect your assets and legacy.
“遗产规划及结构
信托计划
赠送策略
现金流量分析
实习计划
财富管理
A sound wealth management strategy is the cornerstone of your financial stability. It requires the expertise and collaboration of a diverse team of advisors, 包括你的税务会计师, 财富管理 and investment advisors, 以及遗产规划律师. Complete transparency and collaboration between your team members enables you to build, 保存, and transfer wealth in a manner that aligns with your values, 野心, 遗产目标. 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.
税收筹划 and 缓解策略
保险审查
财务规划
投资管理
退休, 出口计划
风险评估
估值
Leverage the expertise of our valuation professionals to help you determine fair market value of assets being transferred or held as part of your e状态 planning and 礼物ing 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.
赠与税估价
遗产税估价
Family Limited 合作伙伴ship Valuation
Real 房地产 Holding Company Valuation
出口计划
买卖协议
现金流量分析
赠与税估价
遗产税估价
Family Limited 合作伙伴ship Valuation
Real 房地产 Holding Company Valuation
人寿保险充分性
退出
规划
Buy-Sell协议
现金流量分析
继任计划分析
Does Your 制造业 Company Need a CFO or a Controller?
Senate Rejects Major 税 Relief Bill That Passed the House
How to Calculate and Use Material Margin to Drive Competitive Pricing
卢卡斯带有愤怒, CPA, is a director and leads the Wealth 服务 area at Redpath and Company. He works with high-net-worth families providing income tax compliance, 所得税筹划, 以及遗产税规划服务. He reviews and signs complex Federal, 状态, and multi-状态 tax returns for both high-net-worth individuals and businesses and also performs tax planning and analysis related to the sales of business entities.
沃斯持有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.
联系卢卡斯:
乔恩·福丁 is a partner at Redpath and Company. He helps clients identify their specific wealth transfer 目标 and designs plans to effectively transfer their wealth while minimizing e状态, 礼物, 所得税. Jon has provided individual tax services and wealth management planning since 1998 and joined Redpath and Company in 2020.
联系乔恩:
底线通讯→
Provides updates and insights to assist you with your end-of-year tax-planning and reporting.