Tax planning, whether for personal or corporate purposes can be complicated. Our team works with clients to help them understand the value and benefits of the tax strategies we put in place. Whether a personal or Corporate client, our objective is simple; to optimize their current fiscal position and provide them with improved cash flow to achieve their goals.
PERSONAL TAX PLANNING
FISCAL PLANNING FOR REAL ESTATE OWNERS
Real estate has been a sector that has experienced significant growth over the past decades. Many real estate investors find themselves with a portfolio of properties whose fair market value far exceeds its cost base.
RETIREMENT INCOME PLANNING
At retirement most individuals find themselves with a significant accumulation of wealth, and a mindset that it is time to enjoy themselves following years of hard work. Our team works with these clients to understand their lifestyle needs and implement a retirement plan tailored to each clients situation.
TAX ANALYSIS OF NON-REGISTERED INVESTMENT
When it comes to non-registered investment accounts, our team goes beyond the nominal rate of return indicated on your portfolio statement. We look to implement a portfolio that can provide an optimal risk adjusted return that meets our clients risk profile. This is managed while being as tax efficient as possible.
CORPORATE TAX PLANNING
CORPORATE STRUCTURE OPTIMIZATION
As business owners scale their operations through hard work and commitment, they often unknowingly create a disconnect between the financial strength of their business and the corporate structure they find themselves in. Our team works with business owners to understand each company’s operations, goals and objectives and ensures that appropriate corporate structure are in place
FISCALLY EFFICIENT INTERGENERATION STRATEGIES
Many successful businesses have been developed and passed on from generation to generation. Unfortunately, continuing the family business isn’t quite a simple as it sounds. Our team works with business owners and their families to facilitate and appropriately structure such transitions.
LIFE TIME CAPITAL
A business owner assumes all the risk when growing their business. At LBFG, it is our responsibility to ensure that they receive the maximum reward when said business is sold. For this reason, we work with these owners through the sales process to oversee that the appropriate corporate structure are in place.