Would you Benefit from Us?
Our clients benefit most from us under the following scenarios:1. Complication of tax affects upon death of corporate holdings and personal holdings
2. Want to ensure certain assets remain in the family and not subjected to potential future marital breakdowns
3. Clients who have high value non-liquid assets (land, etc.) With gains in value and understanding the potential cash problem the estate could have
4. Clients who have built up significant businesses which realizing the value is primarily dependent on them being alive (goodwill)- insuring this value can mean saving it
5. Looking to pass assets on to family without having the gross value being reduced drastically by tax
6. Clients looking to pass business interests on to their children- understanding the tax bill to transfer
7. Corporate owners that maybe unaware of the potential of double taxation on their corporate assets
8. Corporate structures in place properly to utilize certain tax preferential deductions (capital gains deduction -$750,000)
9. Clients who hold US. Property and have potential to be exposed to US. Estate tax
10. Business owners who conduct business with partners and have or do not have buy- sell shareholder agreements:
- Consideration if the buy-out is tax effective (this can mean large dollars)
- Are tax pools fairly allocated (capital dividend account, general rate income pool accounts)