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    Personal Tax

    Personal Tax

    Take Control of Your Finances and Future

    As a business owner or a high net worth individual, you most likely do not spend enough time focused on your personal financial health. You require an expert that can help you understand how your personal and business goals intersect. Gain a clear picture of your unique financial position so you can be a part of the discussion to shape your future. Itโ€™s time to take control with a higher level of personal tax expertise that will help you shape your short- and long-term financial goals.

    Make Informed Decisions

    Our personal tax advisers are experts in the field that can help you increase personal cash flow, fund a college education, or help you answer difficult questions. How does my choice of residency impact my tax liability? How do I begin planning for a business transition? How can I provide a bright financial future for my family? Meeting your personal financial goals shouldnโ€™t take away from whatโ€™s important to you right now. Youโ€™ll have peace of mind knowing that your adviser has the details covered, so you can focus on your top priorities: your family and your business.

    Get Connected

    Effective planning requires seamless coordination between all of your trusted advisers. You can leverage our strategic relationships with estate attorneys, investment advisers, and family office firms to be connected to the best resources as your financial position evolves. Your client manager will work directly with you and your advisers to develop the best course of action and monitor any changes that affect your tax position and financial goals.

    Contact Our Team

    CLICK HERE

    Specialized Services

    • Tax Planning and Preparation

    • IRS Representation

    • Retirement Planning

    • College Funding

    • Cash Flow Analysis and Budgeting

    • Insurance Analysis

    • Investment Analysis

    • Social Security Analysis

    • Passive Activity Losses (PAL)

    Redpath Insights

    M&A Advisory Outlook for 2023
    M&A Advisory Outlook for 2023 Are we in for a year of robust activity when it comes to mergers and acquisitions and do buyers or sellers hold more cards these days? Two industry experts dove deep into the subject for a recent webinar. Read moreโ€Ž Mar 2, 2023 01:00 PM
    Are You Using Your KPI Tracker Wrong?
    Are You Using Your KPI Tracker Wrong? How well is your business doing? There is no way to know for sure unless you regularly monitor progress. That means you must have something to measure against, so you can plot trends and identify potentialโ€ฆ Read moreโ€Ž Feb 21, 2023 01:00 PM
    How to Attack your Operating and Business Expenses with a Fractional CFO
    How to Attack your Operating and Business Expenses with a Fractional CFO Staffing continues to be a challenge across industries, including accounting. Even if you wanted to hire a full-time CFO, executive search firm 180one warns, โ€œThe bad news is that at this point that supply isโ€ฆ Read moreโ€Ž Feb 16, 2023 01:00 PM
    Benefits of Assessing Your Accounting Teamโ€™s Processes and Organizational Structure
    Benefits of Assessing Your Accounting Teamโ€™s Processes and Organizational Structure Sometimes, itโ€™s not about doing more with less; itโ€™s about designing your organizationโ€™s finance and accounting teams and processes to maximize the use of your people. Read moreโ€Ž Feb 14, 2023 12:00 PM
    Is Your Company an A Asset?
    Is Your Company an A Asset? Anyone who has founded and successfully built a business has good reason to take pride in that achievement. So if you have reached the point where it is time to sell your company, you might be forgiven forโ€ฆ Read moreโ€Ž Feb 9, 2023 12:30 PM
    Meagan Weber

    Meagan Weber, CPA, MBT

    Personal Tax Service Area Leader

    Read Bio

    Contact Meagan Weber

    Redpath
    We know you have many options when it comes to accounting firms in St. Paul or the Twin Cities area, and we know weโ€™re not the right fit for everyoneโ€”but when youโ€™re ready to start a conversation, weโ€™ll be ready to listen.

    Contact Info

    • 55 East Fifth Street, Suite 1400
      St. Paul, MN 55101
    • 4810 White Bear Parkway
      White Bear Lake, MN 55110
    • (651) 426-7000
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