Tax Planning and Asset Protection

You obtain a wealth preservation plan to protect your personal assets when the sale or transfer materializes.

We assess the business eligibility for Lifetime Capital Gains Exemption and / or an Estate Freeze. And determine appropriate actions to protect your hard-earned wealth, once the veil of protection is removed with the sale of your corporation.

To learn more about how our Tax Planning & Asset Protection program may positively impact your Business Exit Planning, you may connect with me for a FREE 30-minute no obligation consultation.