Jon Fortin

Jon Fortin, J.D.

Tax Director, Estate, Gift, & Trust
Jon Fortin is director of 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.
Real name:
Jonathan Fortin, J.D.
Email:
jfortin@redpathcpas.com
Phone:
651.478.1508

Professional Activities

  • Massachusetts Bar Association

Education

  • B.A. Political Science and Government β€” Middlebury College
  • Juris Doctorate, Cum Laude β€” Western New England University School of Law

Services

  • Estate & Gift Tax Planning and Compliance
  • Trust Planning and Compliance
  • Wealth Management
  • Individual Income Tax

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