Corporate Tax
- Tax planning and preparation services for family owned businesses
- Tax minimization strategies
- Set up of holding companies for tax minimization purposes, protecting assets and in contemplation of selling the business or retirement of principals
- Corporate reorganizations
- Take advantage of tax free payment of inter corporate dividends
Personal Tax
- Dividend versus salary payments
- Potential of income splitting with spouses or other family members
- Consideration of incorporating versus operating as a proprietorship or partnership
- RRSP contributions to minimize or defer income taxes
- Pension splitting and other tax planning strategies for seniors
Year-End Accounting
- Financial statement preparation
- Preparation of notice to reader financial statements
- Preparation of review engagement financial statements to comply with bonding company conditions, bank financing conditions, or regulatory agencies
Estate Planning
- Reduce probate and minimize estate taxes
- Simplify the estate to facilitate executor duties
- Maximize the amount available for beneficiaries and minimize the potential for family disputes
- Take advantage of capital gains exemption for qualifying Canadian small business corporations
Purchase and Sale of a Business
- Cash flow forecasts
- Assistance with bank financing
- Other financing strategies
- Consideration of purchasing shares versus assets
Business Succession Planning
- Exit strategies leading up to retirement or sale of business
- Prepare to sell the business outright
- Consideration of other exit strategies
- Sale of business to children or other family members
- Sale of business to key employees
- Facilitate buy in by key employees or family member through the use of estate freezes
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