Corporate Tax Planning


Succession Planning

You’re proud of what you’ve built, but a point comes in every entrepreneur’s life when it’s time to start planning for what the business looks like without you and what your life will look like after the business. Effective succession planning combines both personal tax planning and corporate tax planning to protect your legacy and ensure the business can continue on successfully as you move on to the next phase of your life. Our team of US lawyers and Certified Public Accountants provide peace of mind with comprehensive succession planning and tax strategies tailored to your situation. Succession planning considers and includes:

  • Retirement planning
  • Tax effective monetization
  • Shareholder/partnership agreements
  • Real estate protection
  • Asset protection
  • Mergers & acquisitions
  • Leadership structure
  • Estate planning
  • Emigration considerations
  • Departure tax

Tax Flowcharts

Simplified flowcharts to help you navigate the various tax processes.

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Tax Tables

Personal and corporate tax tables for both Canada and the United States.

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MTSnowbird App

An essential app for Canadians who regularly travel to and stay in the United States.

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External Links

External resources of interest related to tax, law and accounting.

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Moodys Private Client Firm Brochure

the complexity
of tax.