Corporate Planning

If you’re a business owner, we can help you protect the business you have worked so hard to build, maximize its value and transfer ownership smoothly and tax-effectively.

We will work together to review all the options available to you and help you plan accordingly, including topics such as:

  • Key Executive Benefits & Pensions
  • Business Transfer/Exit Strategies
  • Executive Disability Plans
  • Health & Welfare Trusts
  • Employer Benefit & Pension Plans
  • Capital Gains Exemptions
  • Maximizing Tax Deferral
  • Executive Individual Pension Plans
  • Capital Dividend Accounts
  • Share Ownership Structures