The experience of owning a business goes beyond just the business itself. Your company is a part of your estate, and is therefore a key factor in the development of your estate plan. If you want your company’s assets to retain the utmost value across generations, our team can help.

Business and Legacy

Your company is one of the largest and most important parts of your estate. You’ve worked tirelessly to build an enterprise that provides for you and those you care about, and with the right planning, it will continue to bolster the financial strength of your family after your death. There are plenty of estate planning firms out there who can help to shape your legacy by assisting you with your will, family dynamics, and other critical areas. However, when it comes to the financial intricacies of your business and its future, it’s best to consult a team of chartered professional accountants who can offer a more specialized set of expertise.

Minimizing Tax Burden

It’s not uncommon for business owners in Canada and the United States to feel uneasy about taxation that can deplete the value of a company after death. Capital gains tax, estate tax, and other expenses are certainly not negligible. Despite this, there are many options to minimize this tax burden significantly. You’ll navigate this challenge most comfortably when you consult our team of CPAs, bringing countless tax planning strategies and savings within your reach. Your family deserves to benefit as much as possible from the wealth that your business represents within your estate, and it’s our mission to make sure that they do.

Difficult Decisions Made Easier

Managing the finances of your business to strengthen your estate is more than just a matter of numbers. It involves careful and often difficult decision making that will determine the long-term viability of your company, the succession of ownership, and more. This is a challenging journey when you face it alone, but with our accountants by your side, you don’t have to. Not only does our team represent unparallelled skill in business accounting and asset management, we also understand the need for a truly dedicated and personal touch that the big firms simply can’t offer. We’ll be there for you and your company in all the ways that matter most.

With decades of combined experience in company tax planning, Cook & Company empowers businesses across Canada and the United States to become stronger than ever. To find out what we can do for you, call (403) 398-2486 and we’ll offer you a complimentary consultation.