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
Canada Revenue Agency Dispute Resolution
By clearly explaining and distinguishing the facts and technical references relevant to your situation, we are able to assist in the resolution of your disputes with the Canada Revenue Agency.
