a niche law practice providing tax and estate planning services to high net worth individuals, professionals and business owners. The services offered cover a wide range of needs for all, and includ...
a niche law practice providing tax and estate planning services to high net worth individuals, professionals and business owners. The services offered cover a wide range of needs for all, and include: ➢ Incorporating owner managed businesses ➢ Advising on and assisting with share structures for specialized companies operated by professionals (medical doctors, dentists, lawyers, etc.) ➢ Business restructuring ➢ statutory amalgamations, wind-ups and continuances ➢ Shareholder changes, shareholder agreements, internal reorganizations and estate freezes ➢ Acquisition and divestiture planning and structuring ➢ Succession planning, including Will planning and Trust selection, and ➢ Sale or transition of a business. I give each client the attention they require to guide them through the many financial and tax related items they need to reflect on to accomplish their objectives. My philosophy is that "good tax advice is individual in nature and an integral part of each person's financial goals". This allows the client to focus on growing their enterprise, while having their corporate and personal tax needs met by a professional who is in tune with their objectives. Each client is encouraged to have a proper estate plan and Will in place to protect their family and their hard earned equity.