Estate Planning

Estate planning involves planning for how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event that they become incapacitated.

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Retirement Planning

Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. Future cash flows are estimated to determine if the retirement income goal will be achieved. Some retirement plans change depending on whether you're in, say, the United States, or Canada.

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Individual tax planning

Tax planning must include strategies to deduct, defer and divide. The concept of effective tax planning can have a different meaning and emphasis depending upon your personal circumstances. Add in the fact that governments introduce new tax legislation every year and we begin to understand why Albert Einstein said, “The hardest thing to understand is the income tax“.

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Business tax planning

To get the most benefit from tax planning strategies, you should start well before the end of the year. This will put your business in a much better position to manage income tax costs for 2019 and future years. Here are five key strategies to keep in mind when planning the taxes for your business. Some are available even to tax-planning procrastinators; others require a business owner’s early attention to tax detail.

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Business Financial Planning

A financial plan is different from your financial statements. Instead of looking at what’s already happened, you make projections for the coming months, forecasting income and outlays. Your projections will act as an early warning system, helping you to plan for cash flow dips, identify financing needs and pinpoint the best timing for projects.

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