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