Our tax planning team can help minimize the amount of tax your clients pay, so they can get the most out of their savings.
Helping to create a more invested world with valuable insights and strategies.
Tax and Estate Planning
The Mackenzie Tax and Estate Team is focused on helping advisors navigate the growing complexities of their business and support all the planning needs of their clients, so they can keep more of their wealth.
Team of experts
The Mackenzie Tax and Estate Team is a trusted partner to advisors. We provide the expertise, tools and support needed to help advisors fulfill their clients' planning needs, from tax and estate, retirement, charitable giving, business planning and more.
Earning a good return on investments is only the first step to building wealth. Keeping more of that return requires strategic tax planning. Our team closely analyzes current and upcoming tax law to develop strategies that will limit tax liabilities.
Transferring wealth to the next generation requires careful planning to preserve your clients’ legacies for the people and causes that they care about. Our team works with advisors to design strategies that stand the test of time.
Additional services and education
At first glance, some issues may not appear to be tax and estate matters. But taxation and estates lie at the heart of many planning opportunities, ranging from business succession to disability planning, charitable giving to retirement.
We’ve developed a more tax-efficient, convenient, and impactful way to give to charities.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.