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My philosophy in handling the tax matter is:
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Ensure that you do not run an assessment risk and can sleep at nights
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Claim every legitimate deduction to which you are entitled
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Help you arrange your affairs most efficiently
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Point out areas in which you can save taxes in future
The best way to save on taxes is to do pro-active tax planning. Several commonly known tax saving strategies and those unique to your circumstances can be implemented as a result of dealing with a qualified professional.
Estate Planning
Proactive Estate Planning results in maximizing assets now and in future, maximizing the estate for your spouse and for future generations and to handle special situations like providing financially for minors, dependants with disability or financially challenged dependants. Contrary to popular belief, Estate Planning is not only for the Rich.
The Estate Planning services include:
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Creation of trusts family, alter ego and joint spousal trusts and trusts for minors in circumstances warranting them. Trust work includes advice for trustees, preparing trust accounts and tax returns, and acting as trustee in certain circumstances
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Liaising with lawyers in preparation of complex Wills. Such Wills require gathering of financial data. Services include acting as executor of the estate
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Estate freezes for Capital gain crystallization and other purposes
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Capital gain crystallization
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Probate minimization
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