Did you know that planning proactively for your business succession can open the door for many tax and estate planning opportunities that can save you money? If you wait until you’re ready to sell, these options may simply not be available.
Strategic Tax Planning
Pay Less Tax. Creditor-Proof Your Assets.
Did you know that if your corporate group is structured properly with the right tax planning, you could creditor-proof your company, minimize taxes on death and potentially save hundreds of thousands of dollars of tax on the sale of your company? Or, that if you pay yourself in dividends rather than a salary, you may be able to save thousands of dollars of tax each and every year?
Tax laws are incredibly complex and are constantly changing. That’s why it’s important to consult with knowledgeable tax advisors who understand the rules so that your risk is minimized – along with your tax bill.
Our strategic tax department, along with rigorous partner involvement, can help you shelter as much of your company’s profit from tax as possible. We can assist you with the restructuring of your corporate group to take advantage of significant tax savings. And, we can work with you to plan an exit strategy that will maximize the proceeds of business disposition and after-tax cash to your family.
Our strategic tax planning services include:
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Corporate restructuring and remuneration strategies
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Preparation of corporate, personal and trust tax returns
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Corporate tax planning and consulting
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Preparation of U.S. tax filings
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Estate planning
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Due diligence for business acquisitions or sales
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Assistance with specialized tax credit filings and other government assistance programs
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Negotiations with governments and financial institutions
For more information about strategic tax planning with SBLR, or to schedule a complimentary consultation, please contact:
Frank Bilotta, CGA – Director of Tax
416.488.2345 x 269
