Analyze
In order to develop money saving strategies it is important to have clear understanding of the sale structure you are considering. It also is important to examine how tax will impact the transaction as planned. Which assets are generating the tax cost and what types of tax is being paid?
Explore Alternatives
We believe there are alternative ways to approaching sale transactions. We look to uncover all of these opportunities and explore the appropriateness of the options.What are the costs versus the benefits to you? Ultimately we are looking to find the sale approach that minimizes taxes and puts the most money in your pocket.
Discuss with Realtor / Buyer
Often, in order to structure the best deal for you, it takes someone to explain the concepts and structure to the realtor and/or your buyer. The strategies we consider are designed to improve your position. We make sure everyone knows that minimizing taxes is an integral part of an effective sale strategy.
Discuss with Accountant / Lawyer
We do not implement planning strategies. If our recommendations require tax or legal work we will coordinate these with your existing advisors.
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Disclaimer: The information contained herein is for AB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.