“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
- 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