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Podcast: Family tax planning with a prescribed rate loan strategy

 June 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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Podcast: Planning for an estate freeze or re-freeze

 June 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

 June 04, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

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senior-couple-going-through-paperwork-on-sofa-at-home-in-page

Talking to your parents about their estate plan

 June 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

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