Solution Categories: Tax Planning

Know about the tax implications of selling your business.

Before selling your business, it’s essential to understand what kind of tax you may owe and how much of it you’ll need to pay. This can be a key factor in price negotiations and ensure that you’ve taken the necessary steps to maximize your sale and the amount of money you can make from it. We can help identify obstacles, recommend solutions, advise on the benefits of share sale vs asset sale, and flag potential issues for you and your shareholders.

Find significant wealth through efficient tax planning

We live in a country with a highly complex tax code. For an incorporated company, this presents a whole array of opportunities for savings. Are you investing in tax-efficient vehicles? Are you extracting cash from your business efficiently? We’ve found that our client’s tax savings are often more significant than returns on even the best investments in answering these questions.

Save on your investments with efficient tax planning.

You may have a keen eye for the stock market or a nose for the best investments, but it’s all for naught if you don’t plan correctly to save tax. Invest personally in a TFSA or RRSP, or through corporate strategies? We can help you answer these questions and more, and in doing so, we’ve found that our client’s tax savings are often more significant than returns on even the best investments.

Learn the ins and outs of tax planning.

We live in a country with a complex tax code. Are you investing in tax-efficient vehicles? Are you extracting cash from your business efficiently? Whether you need corporate tax planning assistance or personal tax planning expertise, we’ll walk you through all available options so that you can make a decision knowing you have considered all the pieces.

Earn more than good karma.

Whether it’s gifting shares of your company to a charity or donating a lump sum from a policy to secure tax relief on an estate, there are options available to someone looking for an opportunity to do some good and get something back in return.

Smart tax solutions for any business succession plan.

Whether you’re planning to sell your business, transfer ownership, invest corporate dollars efficiently, or restructure your corporation, there are significant tax implications that you’ll want to consider. Here, we can help you weigh your options, understand risks, and save money through tax-efficient planning.

Save your hard-earned wealth through efficient tax planning.

You’ve worked hard for your money, and the last thing you want is to see it all evaporate because of poor tax planning. We ask the right questions. Are you investing in tax-efficient vehicles? Have there been income tax changes that affect your wealth? We can help you make a plan that lets you know that the money you’ve worked hard to earn is going to the right places.

Find and keep significant wealth through efficient tax planning.

There’s plenty that can be done and many important questions to ask regarding how you can maximize tax savings. Are you investing in tax-efficient vehicles? Are you extracting cash from your business efficiently? We’ve found that our client’s tax savings are often more significant than returns on even the best investments in answering these questions.

Help your family enjoy more through tax-efficient planning.

You work hard to provide for your family. Understanding the various tax-efficient vehicles and available options can help you put more wealth towards the people you care about the most. We help you find products and opportunities that ensure your family gets significant returns on the savings you’ve built for them.