Trust and Estate Tax Services

Preserving their wealth and planning for a smooth transition of their estate to future generations is a key goal for many of our clients.

We understand the consequences of income tax on your estate and have the expertise and vision to help you minimize these potential liabilities. Our tax professionals see beyond your numbers because we know it’s not just about delivering strategic tax and financial planning advice; it’s about protecting your estate assets and ensuring your heirs are left as much as possible.

Our services include:

	Preparing trust information and tax returns (T3) and slips
	Filing various estate and trust elections and designations
	Preparing terminal returns and special elective tax returns on the death of an individual

CONTACT US

To see what we can do together contact:

Aaron Schechter
T 416 496 1051 x309
Email Aaron »

Mark Goodfield
T 416 496 1051 x225
Email Mark »