Holding companies, succession planning for family businesses, personal income tax and corporate income tax optimization, business sales, and estate taxes. A tax advisor or attorney who understands your business—and proves it in 60 minutes.
Most business owners mix personal and corporate taxes without a strategy to tie them together. The result: they overpay, mismanage their capital, and make decisions today that jeopardize their future.
And the biggest mistake is the silent one: entering the succession process without a plan. By the time succession or the sale becomes urgent, the options for optimizing the situation have already closed.
Using three pieces of information—the corporate tax rate that applies to your company and the personal income tax rate in your region—calculate the split between salary and dividends that results in the lowest tax bill for both you and your company. A PDF report will be generated that you can download.
Design of corporate and holding company structures to optimize the group's tax situation and protect assets.
Succession Planning, Family Businesses, Gifts, and Inheritance and Gift Tax.
We coordinate your personal taxes and your company's taxes as a single strategy, not as two separate entities.
Structuring the transaction and optimizing capital gains when transferring your business.
Family Businesses Facing Generational Transition and Succession Planning.
Companies that need to structure a corporate group, a holding company, and the reinvestment of profits.
Coordination of the partner's personal tax matters with those of the company.
Business owners who are preparing to sell their business and want to maximize capital gains.
We design a strategy to ensure you pay the right amount and implement it year after year, working with licensed attorneys and tax advisors.
The same tax attorney handles your case from start to finish, and is the one who assists you when you call.
At the first meeting, 95% of business owners decide to work with us: they see the value from day one.
Tell us about your situation. During your first consultation, you'll see why 95% of our clients stay with us.