Transition Planning


With our experience and access to current tax practices, we go beyond tax compliance and proactively recommend tax saving strategies to minimize your tax liabilities. Tax planning is an essential part of the tax preparation process; as each transaction assumed by a business has tax consequences.

Our team will take the time to understand your business objectives and create a tax strategy that minimizes all forms of taxation. We appreciate the complexities that tax strategies can cause, and work to make them fit seamlessly and understandably into your business plan.

Effective transition planning encompasses: 

  • Purchase or sale of a business
  • Restructuring and reorganization
  • Moderation of family meetings
  • Retirement options
  • Estate planning – tax implications of drafted wills