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.
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 favour, and you are able to manage them effectively. This includes freezing the value of your business at a given point in time so you are more certain of your tax obligations in the future.
Planning for succession
Upon death, there are tax consequences of transfer of assets, which can leave your family with tax burden that no one anticipated. We work with you to understand these obligations, and plan ahead so that you and your family are better prepared.
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 and so that you can minimize your tax burden in the present and future.
Let's Work Together
Give us a call or visit one of our offices to learn more about how we can help you.