Tax planning service in Montreal
Our team specializes in tax planning, whether you are self-employed or a business owner. Through our consulting services and planning strategies, we work together to develop tax and financial tactics that reduce the impact of taxes on your income at the end of your tax year.
EB Conseil Fiscal Inc. begins by analyzing your situation and your assets in order to make personalized recommendations adapted to your requirements. Tax planning is a proven method of doing more with the same resources by optimizing your finances.
Discover the scope of our advisory services.
Your business needs professionals to help you
Tax Planning
Business Start-up
Starting a business can be a minefield! Make sure you get off to a good start by surrounding yourself with accounting and tax professionals who can guide you through each step of your company’s life.
Whether you are self-employed or own your own business, the experts at EB Conseil Fiscal Inc. can offer you a turnkey, hassle-free business start-up service.
Tax Planning
Incorporation
At EB Conseil Fiscal Inc. we can help you get off on the right foot with our business incorporation services. By accompanying you from the beginning and with solid tax planning, you will be able to secure your company’s finances.
Starting a business is an important phase; nothing beats the expertise of a team to help you make the right choices.
Tax Planning
Optimization of the Capital Gains Exemption
A good tax strategy includes optimizing your holdings, including capital gains deduction when you sell your shares.
Upon the sale of your company’s shares, whether at or well before retirement, an entrepreneur may be eligible for a capital gains exemption of up to $913,630 (2022).
In other words, the first $835,716 profit from the sale of these shares is not taxable.
Through careful tax planning, EB Tax Counsel Inc. can help you optimize your capital gains exemption in order to maximize your tax-sheltered liquidity.
Tax Planning
Executive Compensation
Tax planning affects several aspects of entrepreneurship, including executive compensation. Finding the best method of compensation is no easy task, as it can take many forms: advance, salary, dividend, etc.
Since the compensation method best suited to your company depends on several things, our team will consider the following elements in order to effectively plan your finances:
- Unpaid advances
- Small business corporation status
- Income from other sources (e.g., rental income)
- The possibility of deducting the small gain
- The ability to pay a tax-free dividend
- The effect on possible installment payments.
Tax Planning
Merger and Liquidation
For reasons of growth, it is common for one company to be acquired by another. This type of transaction (purchase or sale of a company) has a decisive impact on all the actors involved in this sale: the acquiring company, the selling company, the shareholders, etc. In order to facilitate this crucial phase in the life of a company, we accompany each of the parties involved through the stages of the merging and liquidation of companies.
With proper financial planning, it is possible to defer tax payments and claim deductions and losses depending on your situation following a merger or liquidation.
Tax Planning
Trust
In certain situations, setting up a trust may be imperative for an entrepreneur as it can provide access to numerous tax strategies.
A trust is a separate legal entity in the same way as a company. It can independently dispose of its assets, hold property, invest or contract with third parties.
As a separate entity, the assets held by the trust are protected from all creditors. Together with our professional partners, we help our clients structure and optimize their taxes by creating trusts for wealth protection purposes.
3000
Satisfied customers
45000
Hours of experience
10000000
In tax savings
20
Years of experience serving you.
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Your Tax Planning at EB Conseil Fiscal Inc.
At EB Conseil Fiscal Inc. we guide our clients through the various stages of their businesses and corporations’ lives.
From the incorporation of a company to the sale of its assets, including the compensation of its executives, we guide you toward the most advantageous tax situation for you. All our financial planning and tax services tools are at your disposal!