Wills & Trusts
Estate Planning​
- Final Income Tax Returns
- Rights and Things
- Deemed Disposition of Capital Property
- Spousal rollover of RRSP/RRIF's​
- Estate Clearance certificates from the CRA
- Help with estate planning and setting up trusts for beneficiaries (children) so that taxes that would otherwise have been payable can be deferred for the lifetime of the beneficiary.
- Owner's Compensation (Bonuses)
- Annual preparation of T4's for employees
- Annual transmission of T4 Summary to CRA
I have a friend who is an estate lawyer and can help with complex estate returns.
I am a newly certified CPA, CGA and hoping to expand my client base with aspirations to one day open my own accounting firm. Please feel free to contact me if you are in need of any of the services listed above.