Without a doubt, we are one of the heaviest taxed countries. Therefore, a tax focus is extremely important when building a wealth strategy. A few taxable consequences are earned income, interest, dividends, capital gains, rent, purchases of goods and services, the sale of a business, the sale of a rental property, and of course, taxes upon your demise. I will collaborate with our tax specialists and your existing team in order to help minimize your tax burden.
Some tax-smart strategies include: