Planning for your retirement is not something we all think of. However, this is an important piece of tax planning in your life. A successful business will soon begin to accumulate surpluses and you should determine what to do with the excess; invest in your business, buy investments, purchase a new business, expand your current business, invest in real estate, etc.
Your long term business goals will help us determine how to transfer these assets to your beneficiaries in a tax efficient manner. A comprehensive overview is required to plan personally and for your business. Our trained and experience team will use all estate planning strategies and will implement the ones that will work for you! We will take care of trust filings, clearance certificates and executor assistance as well.