Tax minimization can feel complex and overwhelming, especially as you near retirement. We can help you to minimize your taxes by:
- Considering your entire tax scenario and identifying strategies to help you reduce taxes over the long term
- Keeping you informed about high-level changes to tax law that might impact you
- Recommending the most tax-effective investments and portfolio structure
- Advising you on charitable donations that can cut your tax bill
- Ensuring your estate plan is tax-efficient
- Recommending and/or working closely with a trusted accountant to help support your financial needs, business structure and tax plan
- Reviewing your tax returns to determine if there’s any new strategies or deductions that might help