Article by Josh Mason
Legal And Tax Services
Did you ever wonder when you might need legal and tax services? Or even wonder what steps should be taken for year end income tax planning. There are many questions we have that leave us uncertain, and wondering what to do.
A legal and tax service may be the answer for you. Legal services you might use, could be services such as having contracts drafted, help with a lawsuit, and other tax related legal problems.
When you need legal advice on tax information, you need to be sure your attorney specializes in tax services. Legal tax professionals can also negotiate with the IRS if needed. One of the most important aspects of having a tax attorney is that they keep themselves abreast of all the updated tax laws and policies that the RS is always changing.
A tax attorney can even help you with business decisions such as buying and selling property. They will make sure that everything is above board and that you are getting the best tax break available for today’s market.
The Family WealthMap Solution is a revolutionary process that brings clarity and focus to the financial planning process. It encompasses a three step process that gives you the confidence that all of your goals will be achieved.
Personal Income Tax Preparation
This includes the preparation of T1 General returns, including sole proprietorships and partnerships as well as Rental Property Statements. Deceased returns and estate returns can also be done upon request. Our staff is efficient, friendly and qualified, and all our work is guaranteed.
Monthly Debt and Cash Flow Management
This includes taking a detailed look at the current structure of your monthly debt obligations. From there, we may be able to recommend ways to increase your monthly cash flow, therefore improving your family’s financial health.
Investment Counseling
Where do you put your money? How do you know that it’s working for you? What mix of investments is right for you? Our experts can help you choose investment products that match your investment needs, or we can provide a second opinion on your existing portfolio.
Investment Products Include:
Daily High Interest Savings AccountsGuaranteed Investment CertificatesMutual FundsSegregated FundsLabor Sponsored Investment Funds
The above products are eligible for Investment Plans such as:
RRSP Spousal RRSPRRIF LRIFLIF LIRARESP OPEN
Life Insurance
If something were to happen to you, would your family be able to replace your income to keep up their standard of living? Are you paying for mortgage insurance at the bank whose benefit declines every time you make a mortgage payment? Planning on leaving money to your children without passing on a heavy tax burden? Our specialists can help you consider these issues before purchasing life insurance, or to review your existing policy.
With Family Solution can help you:
Pay less income taxReduce your monthly debt paymentsLearn smart and affordable investing strategiesAfford your children’s post secondary educationEnsure a comfortable retirementKnow that your family is secure if something were to happen to you.
The Family WealthMap Solution is a revolutionary process that brings clarity and focus to the financial planning process. It encompasses a three step process that gives you the confidence that all of your goals will be achieved.
Choose an experienced financial advisor you can relate to, with credentials like the Certified Financial Planner designation.
Tax ServicesHiring someone to work for you is almost never an easy task, especially when it comes to your money, insurance and other personal finances. It goes without saying that there are many people out there that only care about making money, making it very important for you to always be cautious with whom you work with. You always must make sure that the people you are hiring are on your side and want to do a responsible, high quality job while always putting your best interests above all elseTax Services