Tax/Wealth Planning

Personal Tax And Wealth Planning

Navigating tax laws and wealth planning on your own can often lead to losing much of what you have worked so hard for. Because tax laws are extremely complex and constantly changing, you need legal help to ensure you retain as much of your wealth as possible while staying within the confines of the law.

In order to reduce your tax burden and prevent your assets from being eroded or eliminated by excessive taxes, you will need a tax plan conceived and implemented by an experienced tax lawyer. At Devry Smith Frank LLP (DSF) we provide tax planning services for individuals, estates and businesses to ensure your personal and professional financial well-being. Our areas of wealth planning expertise include but are not limited to:

  • Tax Law
  • Tax Planning for Individuals, Estates and Businesses
  • Business Organization
  • Corporate Tax Structures
  • Structuring of Stock Incentive Plans
  • Individual and Corporate Inheritance Tax Planning
  • Advice and Counsel on Tax Problems and Issues
  • Minimization of Federal, Provincial and Estate taxes
  • Charitable Giving Strategies
  • Estate Tax Planning
  • Succession Planning
  • Real Estate Tax Planning
  • Retirement Planning
  • Cross-border Tax Issues
  • Wealth planning strategies

Creating a Dynamic Wealth Planning Strategy

At DSF we know that laws, your goals and life circumstances change. This is why we are committed to creating a tax plan that works and grows with you. We create a dynamic and proactive tax plan and wealth planning approaches to maximize your benefits while staying well within the laws to avoid penalties and other issues.

Choosing DSF for Your Wealth Planning and Tax Law Needs

Everyone needs a solid tax plan in place – individuals, estates and businesses. And, at DSF, we are here to not only reduce your tax burden but also the frustration associated with finding the best options to meet your tax needs. We can help you to avoid potential problems while still reducing your tax burden and optimizing your wealth planning. Our tax lawyers will advise and help you to select the strategies that make the most sense for your individual situation.

To learn more about tax laws and wealth planning, please visit our law video resource section on our media page.

For more details or information on Tax Planning and Wealth Planning Services for Individuals, Estates and Businesses, contact our main office at (416) 449-1400. DSF offers three convenient locations in Barrie, Whitby, and Toronto to serve our clients better.