Specialized Tax Advice

Taxes are complicated, the Income Tax Act in 1917 contained a total of 3,999 words.  Fast forward to 2016 and the Income Tax Act has ballooned to over a Million words in length. ...

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Legacy Planning

Legacy is something that is truly unique to everyone. It is something that we do not necessarily directly focus on as we deal with our daily routines. We have found it is something that becomes increasingly important as we reflect and search for mean...

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Business Succession Planning

Selling a business? Wondering what comes next? What might that transition look like for you?...

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It’s More Complex – Estate Planning Considerations for Business Owners

A Will is not a succession plan; understanding the estate administration process and the planning that needs to be in place to protect your business and ensure a smooth transition is key. We review the critical points and most common concerns that ne...

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The Importance of Post-Mortem Planning for Business Owners

Post-mortem strategies are essential in helping a business owner reduce tax at death. If no strategies are implemented, a shareholder’s estate and/or beneficiaries will face double and even possible triple taxation....

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Strategies to Maximize the Value of your Business and Keep More of the Sale Proceeds

For most business owners, selling a business is a once in a lifetime transaction. Our experts will provide guidance on preparing your business for sale to maximize the value of your company and minimize the tax....

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