Strategic Tax Planning
Go Beyond Compliance Optimize Your Tax Position Year Round
A+ BBB Rating
28% Average Client Growth (2021-2025)
18+ Years in Business
Serving 350+ Corporates Clients
Advanced Planning Services:
Corporate Tax Strategy:
• Corporate structure optimization
• Income splitting and attribution planning
• Capital gains planning and lifetime capital gains exemption
• Estate and succession planning
• Inter-corporate dividends and capital structures
• Corporate reorganizations (rollovers, amalgamations)
Owner-Manager Remuneration Planning:
• Progressive personal tax brackets
• CPP implications and benefits
• Integration of corporate tax rates
• Long-term wealth building objectives
• Total tax efficiency at personal and corporate levels
Capital Transactions & Complex Matters:
• Business sale and acquisition tax planning
• Real estate transaction optimization
• GST/HST recovery strategies on legal fees and settlements
• Tax implications of legal settlements
• Cross-border tax considerations
Real Client Example:
A client realized a significant capital gain from land acquired through
litigation. While their tax lawyer focused solely on income tax, we identified a missed GST rebate opportunity on legal fees spanning several years. Result: $40,000 in additional cash
recovery.
Who This Is For:
- Business owners with $500K+ annual revenue
- Companies planning significant transactions
- Professionals with complex income sources
- Anyone paying over $50K annually in corporate/personal tax
Expected Outcomes:
15-30% reduction in overall tax burden
Legally defensible tax positions
Long-term tax efficiency strategies
Peace of mind during CRA reviews
Investment
Starting at $2,500 for comprehensive tax planning engagement
