No-Nonsense Financial Planning & Services
Financial Planning
Financial planning and needs analysis, with annual or bi-annual reviews. Includes estate planning and risk and investment product placement.
More Info →Personal CFO
Annual estate planning, analysis and review of investment assets, income tax returns, and ad hoc tax, legal and financial advice, with three face-to-face meetings per year.
More Info →International Tax Advisory
Determination of jurisdiction to tax, analyses of double tax agreements, business profits attribution, and withholding taxes. Includes advice on cross-border financing and using tax havens.
More Info →Local Tax Advisory
Tax dispute resolution, tax audit, legal opinions and advice on tax issues affecting individual or corporate tax payer. Includes income tax return service.
More Info →Tax Returns
Collecting of information required for tax returns, submissions of eFiling, and handling of objections. Includes advice on salary structuring and capital gains tax.
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