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Privately Held Companies

• Integration of Corporate and Personal Tax Exposure (for overall tax minimization)
• Tax Efficient Purchase and Sale of Corporate Assets
• Restructuring of Corporate Assets
• Wealth Preservation
• Shareholder Agreements
• Simplification of Corporate Structure
• Exit Strategy Planning for the Business Owner
• Planning for the Tax Efficient Sale of a Business
• Planning to Minimize Double-Tax Exposure upon the Death of a Shareholder
• Corporate Tax Preparation and Related Compliance
• Canada Revenue Agency Dispute Resolution

Planning to Minimize Double-Tax Exposure upon the Death of a Shareholder

A double-tax exposure exists for beneficiaries of an estate that holds appreciated shares of a private company. We can assist with planning that, if undertaken within the first taxation year following death, can minimize tax to the estate and ongoing exposure to double taxation. If this planning is provided for during the shareholder's lifetime, the complexities arising upon the death of the shareholder can be greatly reduced.