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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

International Tax Planning

Certain legitimate opportunities are available to minimize taxes through offshore trust structures. We can assist immigrants to Canada and individuals with offshore relatives in assessing the Canadian tax merits of these types of structures.