Personal tax planning goes well beyond the preparation and filing of your income tax returns. Whether you are a business owner, professional or a higher net-worth individual, NKPG can help you develop a strategy and plan to minimize your and your family's income taxes, while meeting your personal lifestyle objectives.
Your personal financial plan may involve any of the following:
- Will and estate planning;
- Allocation of income to family members;
- Sale or transfer of investments;
- Matrimonial settlement;
- Use of life, disability or other insurance;
- Alter-ego or joint partner trusts;
- Discretionary family trusts and investment holding companies;
- Debt structuring strategies.