Proactive tax minimization strategies designed to preserve your wealth and optimize your corporate structure.
Most accountants focus on recording history; we focus on changing the future. We move beyond basic compliance to design sophisticated tax strategies that align your corporate structure with your personal wealth goals. Whether you are looking to optimize your salary-dividend mix or prepare for a future sale, we ensure you pay the least amount of tax legally possible.
- Corporate Restructuring & Holding Companies
- Optimal Salary vs. Dividend Mix
- Capital Gains Exemption Planning
- Income Splitting Strategies
- Trust & Estate Planning
The Difference Between Filing and Planning
A reactive approach to taxes costs you money. By the time year-end arrives, it’s often too late to make changes. We work with you year-round to implement strategies that reduce your effective tax rate and protect your hard-earned assets.
- Diagnostic Review – We analyze your current corporate structure and personal tax situation to identify inefficiencies.
- Strategic Blueprint – We design a custom tax plan, outlining specific actions to reduce liability and defer taxes.
- Implementation – We work with your legal team to execute reorganizations and ensure all compliance requirements are met.
