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Estate and Succession Planning

  ESTATE & SUCCESSION PLANNING

Don’t Leave a Tax Debt for Loved Ones!

Have you planned for the future of your family and business? Our staff of highly esteemed professionals can work with you and your family to build an effective long-term plan. Estate and succession planning should not be put off. Don’t put your business and family at risk. Having a proactive plan in place will allow you to minimize your incomes taxes and other costs. Birdi Chartered Professional Accountant can assist you in transferring the title of your property, business, etc. in the event of a tragedy.

There are a number of services that Birdi CPA can offer to help your estate and succession planning needs. Firstly, our staff will advise you on the ideal tax structure for your situation. Additionally, our team can handle tax compliance for estate and beneficiaries, as well as year of death/ estate tax returns. Furthermore, we will be able to arrange well-planned estate freezes in case of an unexpected death so your estate tax is minimized. Finally, a solid estate and succession plan through us can allow for income splitting opportunities with your spouse.

Free Consultation

At Birdi CPA we strongly believe that the customer comes first. Therefore we offer a consultation at no cost to all potential clients. Feel free to ask us questions that you have about estate and succession planning. It is best to plan ahead because this will provide safety and security to your family and business. Just give us a call or contact us through our website to book your free consultation because we want to help your business succeed.