Individual Taxes

Tax compliance is just one feature of RINA’s individual income tax services. We believe a successful individual tax relationship is about helping you achieve your lifetime goals. That is why our specialists work with you on a comprehensive approach to ensure that your goals and objectives are met

Estate & Gift Planning & Compliance

During the Estate planning process, RINA assesses the multiple impacts of estate taxes, income taxes, and property taxes on an estate and suggests strategies to minimize the debilitating effect of these taxes.

Retirement Planning

At RINA, we provide focused, tailored retirement planning services that are built around your individual goals and objectives.

Related Resources

What Will the Proposed Tax Changes Mean to You?

10/05/2021

David Boekeloo, Director of RINA's Trust and Estate Services, analyzes the changes in the tax law proposed by the House Ways and Means Committee. Discover if the changes will affect you and potential ...

Let the Estate Planning Begin

9/28/2021

RINA's Trust & Estate Services Director, David P. Boekeloo, talks about what you need to do NOW before any legislation passes.

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