Tax Planning & Advisory
Tax planning works best before tax season.
The decisions that reduce your tax bill are usually made months before your return is filed. We help you plan ahead — so you're making informed decisions, not reacting to them.
Planning areas
Business Purchases & Timing
Planning the timing of major purchases to optimize your tax position.
Compensation Planning
Salary, dividends and other compensation strategies for owner-managers.
Corporate Investments
Tax considerations for investing retained earnings inside a corporation.
Incorporation
Assessing whether incorporation makes sense for your situation.
Business Sales & Transitions
Tax planning for the sale or transition of a business.
Retirement Planning
Tax-efficient strategies for transitioning out of your business.
Family Tax Planning
Income splitting, estate planning and family tax considerations.
Capital Gains Planning
Planning for the disposition of investments, real estate and business assets.