Corporate Tax Planning

We strive to provide our corporate clients to find the best solutions when it comes to corporate tax planning.
We assist with corporate tax planning with our clients by

  • meeting with the client to determine the facts and circumstances, reviewing the personal tax position of the owners and the circumstances surrounding the company, and estimating the company’s worth;
  • obtaining a valuation of the business;
  • developing a plan for transferring the family business to the next generation (which may involve an estate freeze, the use of trusts, and insurance planning , where appropriate. or positioning the business for sale in a tax efficient manner;
  • Working closely with legal counsel to implement the plan and assist in any tax filings that may be required.

We do the research for you when it comes to the latest tax credits available as well as provide short and long range tax planning.

Speak with an Advisor

Contact us today to speak to one of our representatives