OUR SERVICES

TAX PLANNING

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

Tax Planning - Latella Bastone Financial Group - Personal Tax Planning - Retirement Income 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.

Latella Bastone Financial Group - Personal - Non-Registered Investment Tax Analysis

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.

Latella Bastone Financial Group - Personal - Fiscal Planning for Real Estate Owners

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

Tax Planning - Latella Bastone Financial Group - Corporate Tax Planning - Intergeneration Strategies

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

Tax Planning - Latella Bastone Financial Group - Corporate Tax Planning - Life Time Capital Gains Strategies

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. 

Tax Planning - Latella Bastone Financial Group - Corporate Tax Planning - Corporate Structure Optimization

LIFE TIME CAPITAL
GAINS STRATEGIES

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.