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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

Wealth Preservation

As business earnings grow and are reinvested in passive investments such as real estate or portfolio investments (often effectively forming the business owner's pension plan), the protection of this wealth from business creditors becomes critically important. With appropriate and tax efficient corporate structuring, we can help ensure that this value will remain available to meet future needs.