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

Roth IRAs: A Tax Smart Response to the SECURE Act


In 2019 the Federal government significantly changed the distribution rules for retirement funds and disrupted estate planning. The solution for many is a micro-Roth conversion. For little tax liabili...

Spousal Lifetime Access Trusts


Estate planning has become especially difficult for affluent families in 2021. A potential solution is the creation of a Spousal Lifetime Access Trust (SLAT).

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