Your tax & estate partner for every phase of business ownership

Insights and strategies to help you navigate the complexities of owning a business.

Business Owner Kit

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Expert Insights

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Additional Resources

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Your tax & estate partner in business ownership

As markets, investment needs, and even tax & estate planning considerations evolve, many Canadians are finding business ownership more complex than ever. We offer tax & estate solutions, insights, and tools for every phase of business ownership.

Five phases of business ownership

Part 1: Deciding on a business structure

Choose a business structure that meets your needs and is right for your unique situation.

Part 2: Earning income in a corporation

Review the tax implications of your business and investment income. Build tax efficient wealth strategies into your corporation.

Part 3: Pre-retirement planning

Use your corporation to build a retirement plan.

Part 4: Succession and Estate Planning

Create a succession plan to maximize inheritable assets, while reducing conflict amongst beneficiaries.

Part 5: Minimizing double taxation after death

Create a tax efficient estate plan that reduces taxes and maximizes inheritances for your beneficiaries.

Insights and Resources

Closing up shop? Don’t forget about the ABIL!

Helping your client wind down their private corporation

Corporate Donations: Another way to give