Tax planning is the process by which a client's situation is analyzed in detail with the objective of developing a plan that takes advantage of existing tax legislation to reduce taxes payable, in the present or in the future. 

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You may have heard of tax planning such as "salary vs dividend analyses", "buying or leasing a business vehicle", "contributing to your RRSP", etc. While these are all valid and important considerations, they really only scratch the surface of the types of tax strategies that are available in Canada, especially towards entrepreneurs that operate a successful business!

• Incorporations and corporate restructuring

• Compensation planning and fund extraction

• Planning for sale of business and accessing Lifetime Capital Gains Exemption

• Utilizing family trusts in corporate structures and for income-splitting purposes

• Tax-deferred rollover of assets and division of assets

• Estate and succession planning and advice

• Life insurance planning and advice

• Real estate investment structuring and limited partnerships

• Many more game plans available and tailored to your situation!

To a certain extent, every taxpayer in Canada can benefit from some sort of tax planning. However, there is a greater amount of tax planning availability, flexibility and benefit for those that operate a successful business or have significant assets.

We have specialized in assisting a wide array of clients with their tax planning needs, including but not limited to: Medical Professionals, Lawyers and Legal Professionals, Consulting Professionals, Real Estate Investors, and more!

Please don't hesitate to reach out for a free consultation. We can discuss your situation and advise you of any tax planning strategies that would be available and to your benefit!