ascentia CPA - Online Cloud Accounting & Bookkeeping Service

Estate Planning

Take the guesswork out of estate planning with guidance from our experienced CPAs. All the insights you need in one place.

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Succession Planning

  • Estate freezes to pass business on to the next generation
  • Use of rollover sections from income tax to pass on the business at no tax
  • Income tax planning to defer or minimize tax

Trust Planning

  • Trust creation and management including: alter-ego trust, joint-spousal trust and family trust to manage the distribution of wealth effectively while minimizing taxes
  • Non-resident trust management and planning to ensure foreign beneficiaries receive benefits with minimum Canadian tax
  • Compliance certificate filings for non resident returns
  • Preparation and filing of estate returns (T3) and clearance certificates for estate returns