Succession and Tax Planning

“It takes a great man to give sound advice tactfully, but a greater to accept it graciously.”  Logan Pearsall Smith

Canadian tax planning advisory

  • Small business deduction for Canadian-controlled Private Corporation.
  • Capital gains exemption for shareholder of eligible small business.
  • Optimization of dividends and salary mix.
  • Deferred compensation
  • Deductible versus Capitalized Costs.
  • Year-end tax saving strategy

U.S. tax planning advisory

  • Buying U.S. real estate property: structure and tax implications
  • Cross broader tax issues and tax filings
  • Doing business in U.S.
  • Transfer pricing rules and reporting of transactions with non-residents

Management advisory

  • Business Plan advisory
  • Cash flow projection
  • Expanding and buying a business
  • Selling a business or subsidiary
  • M&A Strategy and advisory
  • Revenue generation and cost reduction strategy

Succession and Tax Planning

  • Executor’s duties and obligations
  • Succession planning
  • Optimal organizational structure
  • Transfer and rollover of assets