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Tax and Retirement Services is a team of skilled accountants and lawyers who help advisors navigate through the complex world of taxation and regulation within the financial services industry. Tax and Retirement Services proactively identifies opportunities for advisors and clients based on changing regulatory environments and the market.

Specialties:

Tax and estate planning

Retirement planning

Beneficiary and ownership solutions for investment products such as segregated funds, mutual funds, guaranteed interest contracts, and leverage loans

Services:

Concise overviews and interpretations of government regulations

Comprehensive guides for more complex issues

Educational case studies

Investment advisor/broker presentations

Personal advisor support

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