Negotiating the tax impact on an estate could result in significant losses to your client. Proper will & estate preparation should consider tax strategies to maximize after tax dollars in the life of your client and to their estate.
Shajani LLP will review your clients assets and liabilities along with the anticipated income in their retirement years, where appropriate to determine an efficient tax strategy to maximize after tax dollars.
Your firm will receive a professional memo and detailed calculations to anticipate the tax burden to the estate under the current scenario and where relevant, provide tax strategy to maximize the after tax dollars to your client and their estate.
More complex strategies will include the background of facts, legislative analysis, relevant judicial rulings, CRA positions, along with the sequential steps required to execute the proposed plan.
Shajani LLP is also well prepared to execute the tax filings.
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