Your overall tax objectives likely don’t change from one year to the next. You want to minimize personal and corporate taxes, both now and in the future, while protecting and growing your assets. Seems pretty simple, right?
The reality is that virtually every financial decision or transaction you make has a resulting tax implication. Add constantly changing tax rules to this, and you’ll quickly see why it’s so important to review and adjust your tax strategies on a regular basis. Ongoing tax planning should be an integral part of corporate strategy and personal wealth management.
Who we work with
We work closely with private business owners and their management teams, as well as high-net worth individuals and their families, to maximize cash flow and minimize tax liabilities. Over the years, we have helped our clients – many of whom we’ve worked with for decades – enjoy significant personal and corporate tax savings through our proactive approach and innovative solutions.
How we help
We generate sustainable results through corporate reorganizations, estate and succession planning, and tax reduction and deferral strategies. We advise on acquisitions and sale of businesses, and US and cross border issues.
Of course, we also prepare commodity, personal, and corporate tax returns and handle all tax filing and reporting requirements to ensure compliance with provincial, federal, and international taxation authorities.
Tax planning
We can only meet your planning needs once we understand your business, as well as your personal goals. With this knowledge we can recommend solutions that align your goals into a unified strategy.
Whether it requires the use of family trusts, structuring for the purchase or sale of a business, negotiating with governments, running operations internationally or planning for commodity taxes, we’ll develop unique solutions specific to your needs.
Planning opportunities for owner/managers include:
- Income-splitting with family members
- Multiplying the Capital Gains Exemption
- Restructuring for the tax efficient sale of your company
- Transferring ownership of your company to the next generation
Estate planning
An effective estate plan ensures your assets are protected and distributed according to your wishes while minimizing taxes for you and your heirs.
Our estate planning team has extensive experience developing solutions that will satisfy your goals and provide you with peace of mind that your financial affairs are in order.
For more information, contact us or meet our team.
