Advisory
The only thing that’s more expensive than education is ignorance.
Benjamin Franklin
Good advice is always certain to be ignored, but that’s no reason not to give it.
Agatha ChristiE
In business cycle and personal life, the best and first step is planning, it is critical to your success. We provide strategic, forward-looking advice to help clients improve financial performance, manage risk, and make informed business decisions beyond basic compliance work.
Canadian tax planning advisory
- Small business deduction for Canadian-controlled Private Corporation
- Capital gains exemption for shareholder of eligible small business
- Optimization of dividends and salary mix
- Deferred compensation
- Deductible versus Capitalized Costs
- Year-end tax saving strategy
U.S. tax planning advisory
- Buying U.S. real estate property:
- Structure and tax implications
- Cross broader tax issues and tax filings
- Doing business in U.S.
- Transfer pricing rules and reporting of transactions with non-residents
Management advisory
- Business plan advisory
- Cash flow projection
- Expanding and buying a business
- Buying and selling a business or subsidiary
- M&A strategy and advisory
- Revenue generation and cost reduction strategy
Succession and Tax Planning
- Executor’s duties and obligations
- Succession planning
- Optimal organizational structure
- Transfer and rollover of assets