Are you wondering about....
- Effictive tax planning?
- Maximizing business cash flow?
- Realizing the true value of your business?
- Strategies that big business are using to continue growth?
- Employee satisfaction?
Our Small Business Solutions
& Tax Planning with the use of Trusts
Many forms of trusts exist with various benefits to accomplish certain goals. These entities can provide avenues for tax minimization, income splitting with individuals or a trust itself, and asset protection for current and future beneficiaries.
& Due Diligence Calculations
When contemplating various tax and investment options, few calculate the potential future outcome. Through in depth benefit cost analyses, one can create a priority schedule prior to the implementation of various options.
Traditionally this type of investing has only been accessible by endowment funds, pensions and institutional investors. Accessing these types of investments at the retail level creates an additional element of asset class diversification.
Real Property Pools
The ability to diversify traditional holdings through the pooling of commercial real estate properties.
Pension Style Asset Management
By developing economies of scale, we can bring institutional type investing to the retail client.
Corporate Asset Transfers
Through every corporation’s Capital Dividend Account (CDA), options exist to flow money to the shareholder on a tax free basis.