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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

Integration of Corporate and Personal Tax Exposure (for overall tax minimization)

Year-end planning for shareholders of active or passive companies is becoming increasingly complex because of changing small business deduction limits, increasing eligible dividend tax rates and decreasing general corporate tax rates. Each corporate situation is unique and as tax legislation evolves, we are able to provide up-to-date year end planning recommendations.