Our mission is to empower business owners to optimize their tax positions, enhance profitability, and ensure compliance with the ever-evolving tax landscape. We are committed to providing comprehensive specialized tax planning services tailored to the unique business owner needs.
Through a meticulous analysis of financial structures, transparent communication, and a commitment to staying abreast of tax regulations, we aim to minimize tax liabilities, identify valuable incentives, and foster sustainable growth.
Our mission is to be a trusted partner in guiding business owners toward intelligent and ethical tax strategies, contributing to their overall financial success and resilience in a dynamic business environment.
Our clients’ main areas of concern are:
- Is my corporation and shareholder structure optimal for now and in retirement? As a business owner, you have options when it comes to structuring your business. Understanding what option is right for you will help you get most out of the time and effort you put into your business. With a bit of planning, Corporations could modify their structure even later in your corporation’s life.
- Compensation strategies. As a shareholder of a Canadian small corporation, you have a choice between salary or dividend compensation. Understanding which strategy is right for you will help you maximize your after-tax cash flow and, in the end, get MORE CASH IN YOUR POCKETS.
- Succession could be a high-tax event. Knowing the rules may make the same transaction much more profitable when structured with taxes in mind.
- Intergenerational transfer of a business. Again, from a tax perspective, there are right and wrong ways to go about this. Should you do an estate freeze? Do you need a family trust?
- Estate planning with a corporation. Without planning, a corporation could easily draw double or even triple taxation at the death of a shareholder, losing 60% or even 80% of the value to tax. A bit of planning goes a long way to prevent this unfortunate turn of events.
