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Tax Planing Services

Save tax, save time, worry less.

Design your tax situation to legitimately save tax and minimize risk of challenge from the tax authorities. For example:

Optimizing incentives in the tax system such as the small business rate, the lifetime capital gains exemption, and various tax credits. The flip side of every incentive is a tax trap: losing out on an incentive to which you should have been entitled.

Get income taxed at a lower rate by timing the income so it falls in a year with a lower tax bracket, utilizing the lower tax brackets of family members appropriately, or recharacterizing the nature of the income so it is taxed less.

Deferring when tax is due to keep your cash working for you.  

There are many moving parts for private corporations and their owners. Your tax story might need some editing!

tax planning tax system

Tax planning services and instructions for:

– incorporation
– amalgamation
– wind-up and dissolution
– tax deferred roll-over
– start-up or business expansion
– investing in a business

– buying a business
– selling a business
– capital gains exemption
– tax-free capital dividend
– owner compensation
– extracting assets from a corporation

 

– shareholder agreements
– shareholder buyouts
– small business limit
– tax incentives such as SR&ED, R&D Tax Credits, Equity Tax Credits
– retirement and estate planning

 

 

– foreign income verification statement
– foreign affiliate reporting
– emigration from Canada
– use of tax losses and allowable business investment loss (ABIL)

 

Leave your tax worries with us. We have you covered.

Contact Chris for an initial consultation:

Mobile 902 401 5324
Email chris@chrissullivanca.com

380 Bedford Highway Suite 316
Halifax NS B3M 2L4