Tax Planning

Implementation of tax strategies is all about keeping that which you have worked so hard to earn. Why pay more taxes than you need to? With simple planning, taxes can be eliminated or deferred.

As part of our client's overall financial plan, we will implement tax strategies that will preserve their wealth. Even those with modest means can benefit from of these strategies. Effective use of tax credits, elimination of claw backs("PDF1"), implementation of income splitting ("PDF2"), use of legitimate, non complicated, simple tax shelters etc. will all be used where appropriate.

We work with our client's financial plans to both increase the wealth at their disposal for their lifestyle("PDF3") needs plus enhance their estate for their loved ones ("PDF4"). We constantly remind our client's that to procrastinate will lead to missed opportunity.

To effectively integrate our client's tax minimization strategies with their financial plan, in most cases we will recommend that we prepare their annual tax returns to ensure that no stone is unturned.

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