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