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Estate & Tax Planning

Have you thought about how you're going to pass your assets onto your family after death? How about who will own and operate the business? These are important questions, and our accountants can help answer them for you.

Our experienced accountants can help individuals and families develop comprehensive estate and tax plans that meet their unique needs and goals. We can provide guidance on tax and estate planning, estate planning tools and strategies, such as trusts and charitable giving, to help minimize estate taxes and ensure that assets are distributed according to the individual's wishes. 

Transfer of business and estate freeze

When you're ready to give the reins of your business to the next generation, we can help you structure the transition in a way that the tax consequences are in your favor and you are able to manage them effectively. This includes tax and estate planning and developing comprehensive succession plans that meet their unique needs and goals to ensure a smooth transition of ownership and control. 


We can also provide guidance on tax planning and estate freeze strategies, such as trust and holding company structures, to minimize tax liabilities associated with the transfer of ownership.  


Planning for succession

Upon death, there are tax consequences of transfer of assets, which can leave your family with a tax burden that no one anticipated. The goal of succession planning is to ensure that the business can continue to operate effectively, even when key leaders are no longer able to manage the organization. It can also help minimize disruptions during times of transition, reduce the risk of conflicts, and ensure the long-term sustainability of the business. 


We work with you to understand these obligations, and plan ahead so that you and your family are better prepared.


Tax planning

Tax planning is not exclusively for businesses and those with complex tax situations. Tax planning is important for every individual at different life stages, so that you have more certainty about future tax obligations to minimize your tax burden in the present and future. 

At Sukh Tax, you can get guidance on tax-efficient investment strategies, tax-advantaged savings plans, and other tax planning strategies to minimize tax liabilities and maximize after-tax income.

Let's Work Together

Give us a call or visit one of our offices to learn more about how we can help you. 

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