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Individual Enterprise

Through our comprehensive services in the following areas, we help ensure that your wealth preservation and wealth-transition objectives are achieved in a tax efficient and practical way.

• Tax Minimization within Your Family
• Asset Acquisition or Sale Structuring
• Wealth Preservation Planning
• Charitable Gift Planning
• Estate Planning
• US Estate Tax Planning
• International Tax Planning
• Canadian Personal and Trust Tax Return Preparation
• US Personal Tax Return Preparation
• Canada Revenue Agency Dispute Resolution

Asset Acquisition or Sale Structuring

Minimizing taxes on the sale of an asset starts with the proper structuring of asset ownership on acquisition or in anticipation of sale. Where there has been significant appreciation in the value of an asset, we can help you increase the after-tax proceeds realized on sale using various tax strategies.