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
Estate Planning
Our specialized trust and estate planning services focus on allowing you to maximize the after-tax value of your estate while ensuring your wealth transition objectives are achieved. Our comprehensive estate planning review focuses on clearly articulating your estate planning objectives, cataloguing your relevant assets and liabilities, estimating the tax and probate fee exposure of your estate, implementing practical strategies to minimize taxes and probate fees, and providing for the necessary liquidity of your estate.
