Tax & Estate Planning for Business Owners
As a business owner, having a well thought out tax and estate plan is key for financial success.
A successful transition of your business will be a key step in achieving your financial goals
Your IG Consultant can help you navigate the transition of your business. Whether you sell outright or pass the reigns on to the next generation, we can guide you through the key decisions you need to make and implement strategies that synchronize and enhance your personal and business needs.
Our team of experts can provide guidance on the many aspects of a business succession plan, including:
- Navigating the purchase and sale of a business
- Accessing the lifetime capital gain exemption - are you eligible?
- Understanding shareholder agreements and their potential restrictions they may place on your succession planning
- Minimizing the amount of tax you pay
