Tax and Estate Planning Services

An estate freeze "crystallizes" a person’s tax liability at death and allows future growth of assets to accrue to the next generation, so for planning purposes, your tax liability is known. Often, we can plan to reduce the "crystallized" tax liability over time, such that your loved ones are not left with a substantial tax bill. You’ll value our exceptional efficiency in implementing tax plans, our proactive approach in handling your tax affairs and how we simply and clearly communicate the complexities of tax concepts and reorganizations.

Our services include:

• Providing solutions and strategies to minimize our clients' personal and corporate tax situation
• Structuring tax motivated solutions to creditor proof companies, purify companies of their redundant assets, and multiply the number of Lifetime Capital Gains Exemptions available for a shareholder and his or her family
• Recommending and implementing various income splitting techniques
• Using a trust for various tax minimization and creditor proofing strategies 
• Conducting tax reorganizations and restructurings prior to purchasing or selling a business in order to minimize taxes
• Researching various tax issues in connection with complex reorganization transactions
• Implementing share for share exchanges and tax-free rollovers and transfers
• Consulting in respect of owner-managed compensation and remuneration strategies
• Advising and consulting in connection with incorporating sole proprietorships or partnerships
• Advising and consulting in respect of minimizing taxes on death and implementing inter-vivos plans and post-mortem plans
• Planning considerations in connection with business succession, winding up or liquidating a business