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Tax Planning

Tax planning impacts your entire financial plan

Help preserve your wealth with integrated tax planning advice. A financial plan is your roadmap to help you achieve your goals and minimize your overall tax burden – today and in the future.

Customized tax planning strategies to help you

  • Maximize short- and long-term tax-saving opportunities
  • Build a tax-efficient investing and asset allocation strategy
  • Increase your net worth through optimized tax planning

Key questions to consider

  • Are you making the most of all your personal tax deductions and credits?
  • Is your retirement income plan as tax efficient as possible?
  • Does your estate plan include ways to minimize your family’s future tax bill?

Tax planning for business owners

  • Does your business structure accurately reflect what’s best for your family’s tax situation?
  • If your business is incorporated, have you evaluated which compensation strategy will help you maximize your after-tax cash flow?
  • If planning for business succession are you aware of all the tax implications?

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